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
3
across 2 offices
About
Lyon Capital Management provides discretionary portfolio management and incidental financial‑planning analyses to individuals (including high‑net‑worth clients), corporate retirement plans, trusts, estates, and small businesses. The firm manages client assets directly, issues quarterly account statements, and delivers semi‑annual performance reports.
The firm follows a value‑contrarian investment approach using both fundamental and technical analysis, constructing diversified portfolios across equities, fixed income, REITs, and cash equivalents while avoiding derivatives and day trading. It also offers a separate Style Rotation ETF strategy that ranks ETFs by recent momentum, may allocate up to 40% to the top‑ranked ETF, and rebalances monthly—an approach the brochure notes is generally best for tax‑deferred accounts.
Noteworthy for a supported firm of its size (roughly $94.8 million in AUM and three advisors), Lyon publicly discloses performance information and presents hypothetical performance in its materials, a practice that is uncommon among peers. The firm recently completed an ownership and investment‑leadership transition and combines traditional security selection with this quantitative ETF rotation option while operating on an institutional custodial platform that provides research and operational support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $500,000 (minimum; may be waived at sole discretion of the Firm)
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
Samantha M
Series 65
Schererville, IN
Lyon Capital Management, LLC
Samantha Mardyla is a financial advisor at Lyon Capital Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Lyon Capital Management in 2026, she worked at Resmed and JPMorgan Chase, and has a background that includes roles at Boston Consulting Group and the University of Chicago Booth School of Business. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis across diversified portfolios, and also offers a quantitative Style Rotation ETF strategy designed primarily for tax-deferred accounts.
John L
CFA®, Series 65
Schererville, IN
Lyon Capital Management, LLC
John Lyon is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses for individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis and offers a Style Rotation ETF strategy alongside traditional security selection.
Douglass L
CFA®
Pittsford, NY
Lyon Capital Management, LLC
Douglass Lyon is a CFA® charterholder with 14 years of industry experience and has been with Lyon Capital Management since 1994. He is based in Pittsford, NY, and works at a firm he has been part of for over three decades. Lyon Capital Management provides discretionary portfolio management and incidental financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach using fundamental and technical analysis, constructing diversified portfolios across multiple asset classes while also offering a quantitative Style Rotation ETF strategy.
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