Firm
Lyons Capital Group
Shreveport, Louisiana
Fee-only
Lyons Capital Group at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 6 employees and 287 individual clients, 62 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 677 accounts).
Facts
| Based in | Shreveport, Louisiana |
|---|---|
| Website | lyonscapgroup.com |
| Phone | (318) 455-7790 |
Lyons Capital Group fees
Lyons Capital Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $166 million |
| Individual clients | 225 |
| High-net-worth clients | 62 |
| Accounts managed | 677 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-132580) |
| Financial planning | Offered |
| Form ADV filed | August 7, 2026 |
| SEC record | CRD 335733 |