Lyons Capital Group
Firm details
- Headquarters
- Shreveport, Louisiana
- CRD number
- 335733
- Registered since
- May 14, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.45%
- Individuals28.66%
- Charitable Organizations1.87%
- Corporations / Businesses0.88%
- Pension & Profit Sharing Plans0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lyons Capital Group is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and other business or institutional clients, and it offers manager selection services — indicating they both construct and outsource portions of client portfolios. Lyons Capital Group reports fee arrangements that include percentage-of-AUM charges and fixed fees. The adviser registered with the SEC in 2025 and designates itself as a non-ESG investor and a single-state operator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities23%
- Private Funds12%
- Other5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 3
Jonathan Terry
Vice President, Financial AdvisorCRD 7572261
Cole Smith
Financial PlannerCRD 8291576
Jeffrey Lyons
Registered RepresentativeCRD 5845983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shreveport, LA
Caddo
Location
Shreveport, LA
Headquartered in Shreveport, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- Caddo
- Address
- 1923 Southern Loop
- Time zone
- CT (UTC-6)
- Office locations
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