Lyon Capital Management, LLC

Lyon Capital Management, LLC is an SEC-registered investment adviser managing roughly $94.8 million for about 82 clients across a small, two-advisor team. The firm provides discretionary portfolio management for individuals (including high-net-worth clients), trusts, estates, small businesses, and corporate retirement plans, and offers limited, incidental financial planning through an employed CFP professional.

The firm’s investment process emphasizes a value-contrarian approach using fundamental and technical analysis to build diversified portfolios across equities, fixed income, REITs, ETFs and cash equivalents, with continuous monitoring and periodic rebalancing. It also offers a distinct Style Rotation ETF strategy that rotates among six style-based ETFs, may allocate up to 40% to the top-ranked ETF, and is rebalanced monthly—an approach the brochure notes is generally better suited for tax-deferred accounts.

A noteworthy disclosure in the brochure is that the firm publishes both historical performance results and hypothetical performance scenarios, a practice that is uncommon among similar supported advisers. The firm is run by a long-tenured, two-advisor CFA team and recently completed an ownership transition in 2026, while otherwise using customary custodial and brokerage arrangements for institutional clients.