Lyons Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lyons Capital Group provides personalized financial planning and investment advisory services to individuals — including high‑net‑worth clients — as well as entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm issues written financial plans and delivers investment management on a non‑discretionary basis, along with retirement plan advisory and implementation support.
The firm’s process begins with a tailored financial planning assessment to define objectives, risk tolerance and appropriate asset allocation, and it generally constructs portfolios using exchange‑traded funds and mutual funds while also employing equities, corporate bonds, REITs and other instruments when suitable. Lyons Capital Group uses fundamental and technical analysis with a generally long‑term orientation and may recommend unaffiliated External Managers for portions of client portfolios, monitoring those managers though not exercising day‑to‑day trading discretion.
Distinctive features noted in the brochure include disclosure that all reported client assets (approximately $165.9 million as of December 31, 2025) are managed on a non‑discretionary basis, so clients retain trade approval and the firm does not vote proxies — a setup that is uncommon among peers. The firm also references third‑party ratings in its public materials and discloses that some advisory personnel are licensed insurance agents and registered representatives of a broker‑dealer, creating additional compensation relationships that are described in the brochure.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services up to $10,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Certain personnel receive commissions for insurance products and securities through separate broker-dealer activities
Fee-only: Fixed fee up to $10,000 for financial planning services only
Main office
1923 Southern Loop, Suite N
Shreveport LA 71106
Advisors at this office
3
Most active in
Florida · Louisiana · Missouri · Montana · Texas
Also doing business as
Lyons Capital Group · Lyons Capital Group, LLC
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
Jeffrey L
CFP®, Series 66
Shreveport, LA
Lyons Capital Group
Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.
Jonathan T
CFP®, Series 66
Shreveport, LA
Lyons Capital Group
Jonathan Terry is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Lyons Capital Group and has held positions at The Leaders Group, Raymond James & Associates Inc., and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers non-discretionary investment management, focusing on tailored financial planning and portfolios constructed using ETFs, mutual funds, equities, and other instruments.
Cole S
Series 65
Shreveport, LA
Lyons Capital Group
Cole Smith is a financial advisor with Lyons Capital Group in Shreveport, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at Progressive Bank and Sports South. Lyons Capital Group provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm delivers non-discretionary investment management, retirement plan advisory, and implementation support, using a process that combines fundamental and technical analysis with a long-term orientation.
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