Lyons Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,813,086
Clients
29
Advisors
1
of 5 employees
About
Lyons Investment Management provides discretionary portfolio management to individual and institutional clients, including retirement plans and wrap-fee accounts. The firm manages roughly $73 million across a small number of client relationships and implements account-specific model portfolios.
The firm's investment process combines fundamental and quantitative strategies, using a proprietary GRAPES valuation model for value-oriented mandates alongside several microcap momentum and volume-based quantitative models that are rebalanced periodically and can exhibit high turnover. Lyons generally manages accounts on a discretionary basis and offers both asset-based and negotiated performance-fee arrangements for qualified clients while employing equities, ETFs, warrants and other listed instruments.
Several operational and affiliation arrangements distinguish the firm from many peers: Lyons shares revenues and operating expenses with an affiliated registered investment adviser and may recommend that affiliated adviser when appropriate, serves as a portfolio manager on Morgan Stanley’s wrap-fee platform, and is affiliated with a CFTC‑registered commodity trading adviser to which it may refer clients for futures trading. The firm also discloses that it uses a related foreign entity in Lithuania to provide model composition, trading and IT services, a relationship the brochure identifies as a potential conflict that the firm monitors.
Client services
Expertise
Fee options
Up to 1.50% annually (negotiable, generally based on size of relationship)
For qualified clients, negotiated performance-based fees: either 0.60% of net assets plus 20% of excess returns over benchmark, or 0.50% of net assets plus 12% of returns exceeding actuarial rate of pension fund.
Account minimum: $100,000 Fee-only: Annual portfolio management fee up to 1.50% of assets under management, billed quarterly in advance after initial pro-rata billing. Fees negotiable.
Main office
280 W Canton Ave, Suite 430
Winter Park FL 32789
Advisors at this office
1
Most active in
Florida · New Jersey · New York · Texas
Also doing business as
Great Northern Asset Management, Inc. · Great Northern Capital · Lyons Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)