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Lyons Capital Group

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Client assets under management

$161,147,091

Clients

287

22% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

144

Very High

Average account size

$561,488

About

Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals (including high-net-worth clients) and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. Services include written financial plans, non-discretionary investment management, and retirement-plan advisory support with recommendations for External Managers where appropriate.

The firm tailors recommendations through a financial planning process that documents client objectives, risk tolerance, and liquidity needs, and it uses both fundamental and technical analysis to construct portfolios. Investment strategies emphasize ETFs and mutual funds (with equities, bonds, REITs and annuities used when suitable) and rely on third-party research and pricing sources for valuation and analysis; accounts are monitored with at least annual formal reviews and event-driven updates.

Notably, LCG manages all client assets on a non-discretionary basis, while commonly recommending External Managers that may require discretionary authority, producing a hybrid oversight arrangement that differs from many peers. The firm also delivers financial plans as completed, written reports rather than ongoing planning engagements, and operates with a small advisory team serving a mix of individual and institutional clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Other

Fee-only: Fixed fees up to $10,000 for financial planning services only, charged in installments or in full upon delivery of plan

Main office location

Lyons Capital Group

1923 Southern Loop, Suite N

Shreveport LA 71106, United States

Number of offices

1

Most active in

More info

Florida · Louisiana · Missouri · Montana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 318-455-7790

Advisors at this firm

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Jeffrey L

CFP®, Series 66

Shreveport, LA

Lyons Capital Group

Jeffrey Lyons is a CFP®-certified financial advisor with 15 years of industry experience. He is a principal at Lyons Capital Group in Shreveport, LA, and previously worked at Raymond James & Associates for 12 years. Lyons also speaks to clients about life settlement investments as an alternate investment option. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a tailored financial planning process and manages client assets on a non-discretionary basis while often recommending external managers in a hybrid oversight arrangement.

General retirement planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jonathan T

CFP®, Series 66

Shreveport, LA

Lyons Capital Group

Jonathan Terry is a CFP® with two years of industry experience, currently serving as a financial advisor at Lyons Capital Group in Shreveport, LA. His prior roles include positions at Raymond James & Associates Inc. and Tauzin Financial Group. Lyons Capital Group provides personalized financial planning and non-discretionary investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm emphasizes a hybrid oversight approach by managing client assets on a non-discretionary basis while often recommending External Managers with discretionary authority.

General retirement planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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