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They include 249 high-net-worth individuals, 54 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lyell Wealth Management offer?","answer":"Lyell Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lyell Wealth Management charge?","answer":"Lyell Wealth Management charges 0.25%–1.00% a year for its Asset-Based Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"LYELL WEALTH MANAGEMENT LP BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lyell Wealth Management use?","answer":"Lyell Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.57B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lyell Wealth Management have?","answer":"Lyell Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lyell Wealth Management invest in?","answer":"At the end of its last fiscal year, Lyell Wealth Management’s separately managed accounts held 66% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds, 6% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lyell Wealth Management?","answer":"Lyell Wealth Management’s direct owners are Kevin Connell, Matthew Bennitt, Jeffrey Berry and Nancy Tuck, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lyell Wealth Management get paid?","answer":"Lyell Wealth Management is paid through a percentage of assets under management. 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