Investment adviser · CRD 335733
LYONS CAPITAL GROUP
Investment adviser filing (IA)
LYONS CAPITAL GROUP, LLC
SHREVEPORT, LA, United States · Form ADV filed Aug 7, 2026
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 677 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 62 | $113,586,705 | 68.5% |
| Individuals | 225 | $47,560,386 | 28.7% |
| Charities | Fewer than 5 | $3,109,404 | 1.9% |
| Corporations & businesses | Fewer than 5 | $1,462,820 | 0.9% |
| Retirement plans | Fewer than 5 | $217,909 | 0.1% |
Filing source
Form ADV 2124687 · Aug 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1923 SOUTHERN LOOP, SUITE NSHREVEPORT, LA, 71106, United States
CRD 335733
Filing source
Form ADV 2124687 · Aug 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.