Douglass Lyon
Lyon Capital Management · Pittsford, New York
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).
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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 | $94.8M across 162 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, NY · CRD 4493774 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | lyoncapital.com |
| Profile |
How Douglass's firm compares
- Lyon Capital Management's average account is about $585,000, from its Form ADV (assets managed divided by 162 accounts).
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Questions about Douglass
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.
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
- Lyon Capital Management 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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