Unclaimed Profile

Kathleen M. Lyon

LYON CAPITAL MANAGEMENT, LLC·PITTSFORD, New York

Clean record13 years registeredLYON CAPITAL MANAGEMENT, LLC

24B GROVE STREET, PITTSFORD, NY 14534CRD# 4493780Firm CRD# 111311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen M. Lyon · PITTSFORD, NY

Registration

CRD #4493780 · LYON CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LYON CAPITAL MANAGEMENT, LLC

LYON CAPITAL MANAGEMENT, LLC

Sep 2012 – Oct 2025

PITTSFORD, NY

Registrations & Exams

Registration record

First registered · September 17, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LYON CAPITAL MANAGEMENT, LLC

CRD 111311 · SEC 801-74497

AUM

$86M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Kathleen M. Lyon offer?

Kathleen M. Lyon specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Kathleen M. Lyon's credentials?

Kathleen M. Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen M. Lyon located?

Kathleen M. Lyon is based in PITTSFORD, New York, last registered with LYON CAPITAL MANAGEMENT, LLC.

How does Kathleen M. Lyon charge for services?

Kathleen M. 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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