Lyons Investment Management

RIASEC RegisteredEst. 2013
Total AUM
$73.1M
Discretionary
$73.1M
100% of AUM
Avg account
$1.2M
Accounts
61
Employees
5
Advisory reps
1

Firm details

Headquarters
Winter Park, Florida
CRD number
166788
Registered since
February 19, 2013
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI67.58%
  • Corporations / Businesses14.44%
  • Individuals8.8%
  • Other4.77%
  • Pension & Profit Sharing Plans4.4%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lyons Investment Management is a privately held corporation registered with the SEC in 2013 that provides portfolio management to both individuals/families and institutional or business clients. The firm bills on a percentage-of-assets basis and may also assess performance-based fees. Its advisory work centers on discretionary portfolio management for smaller private clients as well as for businesses and institutions. Lyons describes itself as affiliated with other adviser entities and lists connections consistent with an adviser/CPO or CTA relationship. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 2%, Non-Investment Grade Corp Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents3%
  • Public Funds/Mutual Funds2%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Mark Zavanelli

    Mark Zavanelli

    PresidentCRD 2957965

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
280 W Canton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth