# Cole Smith

> Cole Smith is a fee-only financial advisor at Lyons Capital Group in Shreveport, Louisiana. Cole focuses on retirement planning, estate & legacy planning and small business owners. Lyons Capital Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cole-smith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lyons Capital Group
- **Based in:** Shreveport, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $165.9M across 677 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 8291576 (https://adviserinfo.sec.gov/individual/summary/8291576)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.lyonscapgroup.com

## Frequently asked questions

### Is Cole Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Lyons Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cole charge for financial advice?

Cole's firm, Lyons Capital Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Cole Smith based?

Cole Smith is based in Shreveport, Louisiana.

### What does Cole specialize in?

Cole's specialties include retirement planning, estate & legacy planning and small business owners.

### Is Cole Smith registered with the SEC?

Yes. Cole Smith is registered as an investment adviser representative in LA (CRD 8291576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lyons Capital Group manage?

Lyons Capital Group reports $165.9M across 677 accounts in assets under management.

### How do I contact Cole Smith?

Through Cole's website, www.lyonscapgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8291576): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lyonscapgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.