Lyons Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Lyons Capital Group reports 287 clients. They include 225 individual clients and 62 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $166M across 677 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 29% |
| High-net-worth individuals | 22% | 68% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 225 | $47.6M | 28.7% | $211K |
| High-net-worth individuals | 62 | $114M | 68.5% | $1.83M |
| Pension and profit-sharing plans | Fewer than 5 | $218K | 0.1% | — |
| Charitable organizations | Fewer than 5 | $3.11M | 1.9% | — |
| Corporations and other businesses | Fewer than 5 | $1.46M | 0.9% | — |
| Total | 287 | $166M | 100% | — |
- Clients
- 225
- Regulatory AUM
- $47.6M
- AUM share
- 28.7%
- Avg. per client
- $211K
- Clients
- 62
- Regulatory AUM
- $114M
- AUM share
- 68.5%
- Avg. per client
- $1.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $218K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.11M
- AUM share
- 1.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.46M
- AUM share
- 0.9%
- Avg. per client
- —
Total
- Clients
- 287
- Regulatory AUM
- $166M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Lyons Capital Group charges 1.00%–1.50% for its Investment management services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning services are a fixed fee of up to $10,000, charged in monthly installments or in full on delivery of the plan.
- Retirement plan investment management
- Retirement plan advisory clients pay an annual asset-based fee of 0.25% to 1.00%, depending on plan complexity and size.
Jeffrey Lyons owns 75% or more of Lyons Capital Group. The leadership team of Lyons Capital Group includes President Jeffrey Lyons and Chief Compliance Officer Lonny Elfenbein. It has 6 employees, 2 of them in advisory roles.
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Lyons Capital Group, LLC
Jeffrey Lyons
since May 2025
Lyons Capital Group’s regulatory assets grew Infinity× from $0 (June 2025) to $166M (August 2026); employees rose from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $166M | 287 | 6 | 1 |
| Jun 2025June 2025 | $0 | 0 | 4 | 1 |
Besides its headquarters, Lyons Capital Group has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 1923 Southern Loop, Suite N, ShreveportHQ
Contact and registration details
- Legal name
- Lyons Capital Group, LLC
- Headquarters
- 1923 Southern Loop, Suite N, Shreveport, LA 71106
- Website
- lyonscapgroup.com
- Phone
- 318-455-7790
- @lyons-capital-group-llc
- SEC file
- 801-132580
- Structure
- Louisiana LLC
- Fiscal year end
- December
Lyons Capital Group’s named custodian for separately managed accounts is Charles Schwab ($166M). Lyons Capital Group has custody of $18.1M for 56 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $166M100%
At year end, Lyons Capital Group’s separately managed accounts were mostly in funds (69%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds69%
- Registered funds57%
- Pooled vehicles12%
- Cash3%
- Other5%
- Uits5%
How many clients does Lyons Capital Group have?
Lyons Capital Group has 287 clients and manages $166 million for them, as of August 2026. They include 225 individual clients and 62 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Lyons Capital Group offer?
Lyons Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lyons Capital Group charge?
Lyons Capital Group charges 1.00%–1.50% for its Investment management services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Source: LYONS CAPITAL GROUP ADV PART 2A 6.2.26, filed 2 June 2026
Which custodians does Lyons Capital Group use?
Lyons Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $166M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Lyons Capital Group have?
Lyons Capital Group has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lyons Capital Group invest in?
At the end of its last fiscal year, Lyons Capital Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 12% pooled vehicles (private funds and similar), 5% other and 3% cash and equivalents. The 5% other category is described as: Uits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lyons Capital Group?
Lyons Capital Group’s direct owner is Jeffrey Lyons (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Lyons Capital Group get paid?
Lyons Capital Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lyons Capital Group?
Lyons Capital Group’s main office is at 1923 Southern Loop, Suite N, Shreveport, LA 71106. Its phone number is 318-455-7790. Its website is lyonscapgroup.com.