LYONS CAPITAL GROUP, LLC
DBA: LYONS CAPITAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $165.9M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $165.9M |
| Client Accounts | 677 |
| Avg Account Size | $245K |
| Employees | 6 |
| Peak AUM | $165.9MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | — | — | — | |
| Non-Disc. AUM | $166M | — | |||
Key Metrics
| Total AUM | $165.9M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 677 |
| Client Range | 251-500 |
Contact & Location
Address
1923 SOUTHERN LOOP
SHREVEPORT LA 71106
Phone
318-455-7790
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$166M
100.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported