L
$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-1996
- Office Locations
- 1
Office Locations
-- Stonington CT
About Lyons Asset Management
Lyons Asset Management is a Stonington, CT boutique RIA providing portfolio management and financial planning, including insurance and portfolio construction for retail clients. Investment implementation is largely ETF-based (majority of SMA assets) with some cash allocations, with an emphasis that includes socially responsible investing and mutual funds. Owner-led by Joshua Charles Lyons; custody via Charles Schwab.
Team overview
65 AVG AGE
$11.1M AVG AUM / ADVISOR
$138.8K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
Upgrade to reveal position-level detail across eagle legacy.
Unlock to compare peer behavior around capital signal.
Request access to benchmark trends tied to prime ember.
Upgrade to reveal position-level detail across atlas focus.
Request access to benchmark trends tied to signal.
Full visibility includes strategy notes for momentum harbor.
Request access to benchmark trends tied to legacy harbor.
Full visibility includes strategy notes for catalyst ember.
Investment Themes
Quantum ridge
Investment Vehicles
Horizon horizon
Services
Signal element Horizon pathway Signal radial Value
Owner & Executives
J
JOSHUA CHARLES LYONS
Director, Owner
- CRD
- #1909611
- Ownership
- 75% or more
(642) 316-2645
ridge.vector@quantumcapital.com
in linkedin.com/in/optima-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHARLES MAGINNIS LACOUR III
--
- CRD
- #2644601
(965) 300-7688
oak.pathway@momentumcapital.com
in linkedin.com/in/prime-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,100,000
Equity - Exchange:
72.3% Cash:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,951,927,144 | 72.3% |
| Cash | $747,833,774 | 27.7% |
| Total | $2,699,760,918 | 100.0% |