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Lyons Wealth Management

Updated today

Client AUM

$83,064,572

Clients

106

Advisors

4

across 2 offices

About

Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional and investment company clients. The firm manages roughly $109 million in client assets across a little over 100 accounts and generally charges percentage-of-assets advisory fees for portfolio management services.

The firm’s investment process combines fundamental and technical analysis with model-driven tactical allocation for certain strategies, and it routinely employs options, collars, and other derivatives in separately managed accounts. Lyons also uses portfolio margin and algorithmic overlay strategies as part of its programs, manages accounts on a discretionary basis, and will accept reasonable client-imposed restrictions on management.

Lyons is notable among peers for its multi-entity structure and product relationships: it serves as sub-advisor to an open-end mutual fund and other investment programs, has contractual arrangements to receive both management and performance-related compensation from funds and third parties, and is affiliated with a registered commodity trading advisor that conducts futures trading. The firm also participates in a wrap-fee program and has advisors who receive brokerage commissions through an outside broker-dealer, arrangements that create additional conflicts and oversight considerations relative to many supported firms.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $99,999: $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.50% $500,000+: 1.50% $250,000 - $499,999: 1.50% $500,000+: 1.50% $500,000+: Fee varies by strategy, e.g., Options Income account minimum $500,000

Performance-based

2% and 20% performance fee on certain accounts (e.g., Algo Overlay Portfolio on Interactive Brokers) for qualified clients with net worth over $2,100,000 or assets over $1,000,000

Other

Account minimum: $100,000

Main office

See office

280 W. Canton Ave Ste 430

Winter Park FL 32789

Advisors at this office

3

Most active in

California · Colorado · Florida · Illinois · Minnesota · Nebraska · New Hampshire · Texas

Also doing business as

Lyons Wealth Management · Lyons Wealth Management, LLC · Meerkat Hedge Partners Fund Lp · Mj Investing Advisors

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeroen L

Series 65

Winter Park, FL

Lyons Wealth Management

Jeroen Linders is a financial advisor at Lyons Wealth Management with eight years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2017. Outside of finance, he works as a pilot for Helicopters Inc., flying news helicopters and managing aircraft maintenance in the Orlando area. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other legal entities. The firm employs fundamental security analysis combined with quantitative risk models and utilizes options and derivatives across various strategies, including tactical allocation and income-focused programs.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Jackson L

Series 63, Series 66, Series 65

Bonita Springs, FL

Lyons Wealth Management

Jackson Lounsberry is a financial advisor at Lyons Wealth Management with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes positions at MoneyBlock and Sia Capital Management LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis with model-driven tactical allocation, routinely using options and derivatives in separately managed accounts.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Austin J

Series 65

Winter Park, FL

Lyons Wealth Management

Austin Jack is a financial advisor at Lyons Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at Lyons Wealth Management and Black Legend Capital. Prior to his advisory career, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm combines fundamental and technical analysis with model-driven tactical allocation and employs options and other derivatives in separately managed accounts.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Alexander R

Series 63, Series 65

Winter Park, FL

Lyons Wealth Management

Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously spent time with Innovation Partners LLC and Csg Capital Advisors LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis alongside model-driven tactical allocation, utilizing derivatives and algorithmic strategies as part of its portfolio management approach.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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