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Douglass Clute Lyon

LYON CAPITAL MANAGEMENT, LLC·PITTSFORD, New York
Clean record13 years registeredLYON CAPITAL MANAGEMENT, LLC
24B GROVE STREET, PITTSFORD, NY 14534CRD# 4493774Firm CRD# 111311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglass Clute Lyon · PITTSFORD, NY
Registration
CRD #4493774 · LYON CAPITAL MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

LYON CAPITAL MANAGEMENT, LLC
Sep 2012 – present
02

Registrations & Exams

Registration record
First registered · September 26, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LYON CAPITAL MANAGEMENT, LLC
CRD 111311 · SEC 801-74497
AUM
$86M
Regulatory assets under management
Employees
3
158 client accounts
Services offered by LYON CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LYON CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Douglass Clute Lyon offer?
Douglass Clute Lyon specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Douglass Clute Lyon's credentials?
Douglass Clute Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglass Clute Lyon located?
Douglass Clute Lyon is based in PITTSFORD, New York, working with LYON CAPITAL MANAGEMENT, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Douglass Clute Lyon charge for services?
Douglass Clute Lyon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYON CAPITAL MANAGEMENT, LLC?
LYON CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LYON CAPITAL MANAGEMENT, LLC

Kathleen M. Lyon
PITTSFORD, NY

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