L
$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
30 yrs Firm Age
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- 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
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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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 | -- |
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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% |