A complete list of active advisors currently associated with Lyon Capital Management, LLC

Warmer can help you find a great advisor at Lyon Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lyon Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.