# Lyons Capital Group

> Lyons Capital Group is an SEC-registered investment advisory firm in Shreveport, LA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 335733
- Filed as: LYONS CAPITAL GROUP
- Legal name: Lyons Capital Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shreveport, LA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335733
- AdvisorCensus page: https://advisorcensus.com/firm/lyons-capital-group-shreveport-la-335733

## Quick answers

**How is Lyons Capital Group compensated?**
On its Form ADV (Item 5.E, October 2026), Lyons Capital Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Lyons Capital Group located?**
Lyons Capital Group's principal office is in Shreveport, LA, according to its Form ADV.

**Is Lyons Capital Group registered with the SEC or a state?**
Lyons Capital Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335733.

**How much does Lyons Capital Group manage?**
Lyons Capital Group reports $165,937,224 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (0% discretionary).

**How have Lyons Capital Group's assets and staff changed since 2025?**
In the Form ADV data for Lyons Capital Group: Regulatory assets under management: $0 in the October 2025 data and $165,937,224 in the October 2026 data. Total employees: 4 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lyons Capital Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (225); high net worth individuals (62).

**Which custodians does Lyons Capital Group use?**
Lyons Capital Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lyons Capital Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335733

**Does Lyons Capital Group state an account minimum?**
Its Form ADV Part 2A brochure dated June 2, 2026 says: "LCG does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Lyons Capital Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $149,879,863 to $165,937,224 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Account minimum: None

> LCG does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $165,937,224
- Discretionary: $0
- Non-discretionary: $165,937,224

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $47,560,386 |
| High net worth individuals | 62 | $113,586,705 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $217,909 |
| Charitable organizations | Fewer than 5 | $3,109,404 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,462,820 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MO, MT, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lyonscapgroup.com
- LinkedIn @lyons-capital-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | June 30, 2025 |
| October 2026 | $165,937,224 | 6 | August 7, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $165,937,224 in the October 2026 data.
Total employees: 4 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $149,879,863 to $165,937,224 (+11%).

### December 2025
- Regulatory assets under management went from $0 to $149,879,863.
- Registered or notice-filed in FL, MO, MT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lyons Capital Group (CRD 335733): Form ADV filing data as of October 2026.