Lyon Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,790,890
Clients
82
Advisors
2
across 2 offices
About
Lyon Capital Management, LLC is an SEC-registered investment adviser managing roughly $94.8 million for about 82 clients across a small, two-advisor team. The firm provides discretionary portfolio management for individuals (including high-net-worth clients), trusts, estates, small businesses, and corporate retirement plans, and offers limited, incidental financial planning through an employed CFP professional.
The firm’s investment process emphasizes a value-contrarian approach using fundamental and technical analysis to build diversified portfolios across equities, fixed income, REITs, ETFs and cash equivalents, with continuous monitoring and periodic rebalancing. It also offers a distinct Style Rotation ETF strategy that rotates among six style-based ETFs, may allocate up to 40% to the top-ranked ETF, and is rebalanced monthly—an approach the brochure notes is generally better suited for tax-deferred accounts.
A noteworthy disclosure in the brochure is that the firm publishes both historical performance results and hypothetical performance scenarios, a practice that is uncommon among similar supported advisers. The firm is run by a long-tenured, two-advisor CFA team and recently completed an ownership transition in 2026, while otherwise using customary custodial and brokerage arrangements for institutional clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Account minimum: $500,000
Main office
See office24 B Grove Street
Pittsford NY 14534
Advisors at this office
1
Offices (2)
Most active in
Florida · Georgia · Indiana · Louisiana · Massachusetts · New York · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John L
CFA®, Series 65
Schererville, IN
Lyon Capital Management, LLC
John Lyon is a CFA charterholder with nine years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. Prior to that, he held positions at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Chicago Booth School of Business, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and incidental financial planning to individuals, corporate retirement plans, trusts, estates, organizations, and small businesses. The firm employs a value-contrarian investment approach using fundamental and technical analysis to build diversified portfolios with an emphasis on asset allocation to limit downside risk.
Douglass L
CFA®
Pittsford, NY
Lyon Capital Management, LLC
Douglass Lyon is a CFA charterholder with 13 years of industry experience. He has been with Lyon Capital Management, LLC since 1994. The firm provides discretionary portfolio management and incidental financial planning to individuals, corporate retirement plans, trusts, estates, organizations, and small businesses. Lyon Capital Management employs a value-contrarian investment approach that combines fundamental and technical analysis to build diversified, balanced portfolios focused on asset allocation to limit downside risk.
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