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Lyons DEN Capital

Lyons DEN Capital. CRD 139577

Lyons DEN Capital logo

CRD: 139577

Lyons DEN Capital

$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Established Date
12-04-2006
Office Locations
1

Office Locations

-- Zebulon NC

About Lyons DEN Capital

Lyons Den Capital is a founder-led, retail-focused RIA based in Zebulon, NC. The firm provides financial planning and portfolio construction, with an investment toolkit centered on ETF-based portfolios and experience across mutual funds, real estate, and hedge funds. Led by founder and president Patrick Alan Lyons.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $175.0K in reported AUM per client.

The profile lists 1 reported office location and 19 years in operation. The source data was last updated on April 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$4.2M AVG AUM / ADVISOR
$175.0K AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

P

PATRICK ALAN LYONS

Founder, President

CRD
#2628045
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,200,000 --
Non-Discretionary $0 --
Total $4,200,000 --

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Separately Managed Accounts

SMA allocation detail is available

Lyons DEN Capital has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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