Patrick Lyons
Lyons DEN Capital · Zebulon, North Carolina
Patrick Lyons is a fee-only financial advisor at Lyons DEN Capital in Zebulon, North Carolina. Lyons DEN Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Lyons DEN Capital |
|---|---|
| Based in | Zebulon, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $4.2M across 12 accounts |
| SEC registration | Investment adviser representative in FL, NC · CRD 2628045 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.lyonsdencapital.net |
| Profile |
How Patrick's firm compares
- Lyons DEN Capital's average account is about $350,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Patrick
Is Patrick Lyons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Lyons DEN Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Lyons DEN Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Patrick Lyons based?
Patrick Lyons is based in Zebulon, North Carolina.
Is Patrick Lyons registered with the SEC?
Yes. Patrick Lyons is registered as an investment adviser representative in FL and NC (CRD 2628045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lyons DEN Capital manage?
Lyons DEN Capital reports $4.2M across 12 accounts in assets under management.
How do I contact Patrick Lyons?
Through Patrick's website, www.lyonsdencapital.net.
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
- 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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