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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
About Lyons Capital Group
Lyons Capital Group is an SEC-registered RIA delivering holistic, Christian values-based financial planning and wealth management for individuals, families, and business owners. Services span retirement and education planning, custom portfolio creation/management, strategic risk management, and legacy planning (estate/tax, succession, charitable strategies). Client portal access includes Schwab and Advyzon; the site highlights 2025 Forbes Best-in-State recognition.
Team overview
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Investment Themes
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Owner & Executives
Jeffrey Edward Lyons
President
- CRD
- #5845983
- Ownership
- 75% or more
Lonny Scott Elfenbein
Chief Compliance Officer
- CRD
- #2937038
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Cole McKenzie Smith
--
- CRD
- #8291576
Jonathan Edward Terry
--
- CRD
- #7572261
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $165,937,224 | $245,107 |
| Total | $165,937,224 | $245,107 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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