Lyon Capital Management, LLC Employee Directory

Investment ManagementNew York, United States2-10 Employees

Lyon Capital Management, LLC operates as a registered investment adviser founded in 1994 and based in Pittsford, New York. It serves individuals and small businesses across the United States, with a client base concentrated in upstate New York, southwest Florida, and coastal South Carolina. The firm draws on more than 40 years of combined experience in asset allocation, portfolio management, security selection, financial planning, and personal service.

Its approach emphasizes direct engagement, with clients working with the person responsible for investment decisions rather than a general account representative, and it uses a fee-based model intended to align the firm’s interests with those of clients. Employees hold the same securities as clients in most cases, reinforcing a shared ownership stance, and the firm provides an executive summary for each equity security purchased or sold to explain what was held and why. Within the investment management industry, the firm operates as a small, client-centered advisory practice.

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