Firm
Lyon Capital Management
Pittsford, New York
Fee-only
Lyon Capital Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 82 individual clients, 47 of them high net worth.
- Its average account is about $585,000 (assets it manages divided by its 162 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Pittsford, New York |
|---|---|
| Website | lyoncapital.com |
| Phone | (585) 248-9821 |
Lyon Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% on the first $1,000,000" source
"The annual fee* for investment advisory services is calculated as a percent of assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $95 million |
| Individual clients | 35 |
| High-net-worth clients | 47 |
| Accounts managed | 162 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-74497) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 111311 |