RIA Intel›Advisers›Ohio›LYON CAPITAL STRATEGIES, INC.

LYON CAPITAL STRATEGIES, INC.

Advisory

OH

Data as of May 26, 2026 · Source: SEC Form ADV

Average account

$104K

across 67 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients67

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

67 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

DUPONT WEALTH SOLUTIONS, LLC

$7M

GUSTAFSON, BAXTER FINANCIAL SERVICES, INC.

$7M

CITYFUND ADVISORY, INC.

$7M

DUNHILL INVESTMENT ADVISORS, LIMITED

$7M

EQUITY ANALYSTS INC.

$7M

COLETTA CAPITAL, LLC

$7M

Get the full picture on LYON CAPITAL STRATEGIES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LYON CAPITAL STRATEGIES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans