Boutique RIA Lyon Capital Management is a small, boutique Registered Investment Advisor with a client-focused, fee-based model and direct access to decision makers, indicating a personalized sales approach and potential for high-touch advisory services.

AUM Growth With over 85 million AUM and a history of growth through varied market cycles, there is potential to propose expanded investment capabilities, deeper financial planning services, or more scalable wealth solutions to existing and prospective clients.

Direct Access Clients interact directly with their investment decision maker rather than an account rep, highlighting an opportunity to position integrated solutions, reporting enhancements, and executive-level relationship management to strengthen client retention and cross-sell.

Regional Focus Primary client bases in upstate New York, southwest Florida, and Coastal South Carolina suggest targeted regional marketing and product packaging aligned with local economic trends and potential partnerships with regional tax planning or estate planning providers.

Tech & Compliance Existing tech stack emphasizes web hygiene and analytics (OG, GTM, Google Analytics, security headers), which can be leveraged to offer data-driven advisory tools, client portals, and enhanced digital marketing services to increase client engagement and acquisition.