# Douglass Lyon

> Douglass Lyon is a fee-only financial advisor at Lyon Capital Management in Pittsford, New York, who holds the CFA credential. Douglass charges a percentage of assets (1% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Lyon Capital Management
- **Based in:** Pittsford, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $94.8M across 162 accounts
- **Credentials:** CFA
- **CRD:** 4493774 (https://adviserinfo.sec.gov/individual/summary/4493774)
- **SEC registration:** Investment adviser representative in FL, MA, NY
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://lyoncapital.com

## Frequently asked questions

### Is Douglass Lyon a fee-only financial advisor?

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

### How does Douglass charge for financial advice?

Douglass charges a percentage of assets.

### How much does Douglass charge?

According to Lyon Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Douglass Lyon based?

Douglass Lyon is based in Pittsford, New York.

### What credentials does Douglass Lyon hold?

Douglass Lyon holds the CFA credential.

### Is Douglass Lyon registered with the SEC?

Yes. Douglass Lyon is registered as an investment adviser representative in FL, MA and NY (CRD 4493774), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lyon Capital Management manage?

Lyon Capital Management reports $94.8M across 162 accounts in assets under management.

### How do I contact Douglass Lyon?

Through Douglass's website, lyoncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4493774): 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 (http://www.lyoncapital.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.