LYONS VIEW CAPITAL, LLC
Firm details
- Headquarters
- AUBURN, Alabama
- CRD number
- 324582
- Registered since
- March 24, 2023
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lyons View Capital, LLC is set up as a limited liability company and is registered with the SEC (registration date 2023). The adviser identifies its primary activity as portfolio management for businesses or institutions and charges clients on a percentage-of-assets-under-management basis. The regulatory snapshot flags the firm as a related adviser, which typically indicates affiliation with another investment adviser or entity that may supply clients, services, or investment capabilities. The firm is not listed as an active ESG investor and is not characterized as a pension consultant. Given the reported advisory focus on institutional or business portfolios, Lyons View Capital appears structured to manage pooled or segregated institutional mandates rather than high volumes of retail household accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SARAH ZINK
Chief Operating Officer and Chief Compliance OfficerCRD 2602716
Contacts
1 of 1THEODORE DAVIS
Vice President and Wealth AdvisorCRD 4668980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUBURN, AL
LEE
Location
AUBURN, AL
Headquartered in AUBURN, AL, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.
- Metro area
- Columbus-Auburn-Opelika, GA-AL
- Region
- South
- County
- LEE
- Address
- 570 Devall Dr
- Time zone
- CT (UTC-6)
- Office locations
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