Lyon Restaurant Advisory

Overview

Lyon Restaurant Advisory is a California-based limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm operates under an individual-owner structure and charges clients on an hourly or fixed-fee basis rather than an asset-fee schedule. Its services emphasize planning and tailored portfolio management rather than operating as a capital allocator or running proprietary investment products. The firm maintains an industry affiliation with accounting professionals, suggesting coordination with tax and accounting advisors as part of its client-service model. Lyon Restaurant Advisory does not position itself as an active ESG investor and, based on its registration footprint, focuses on a single-state practice within California.

Investments & Alternatives

Location & Offices