Cole Smith
Lyons Capital Group · Shreveport, Louisiana
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.
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Specialties
Facts
| Firm | Lyons Capital Group |
|---|---|
| Based in | Shreveport, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $165.9M across 677 accounts |
| SEC registration | Investment adviser representative in LA · CRD 8291576 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lyonscapgroup.com |
| Profile |
How Cole's firm compares
- Lyons Capital Group's average account is about $245,000, from its Form ADV (assets managed divided by 677 accounts).
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Questions about Cole
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Lyons Capital Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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