LYON CAPITAL MANAGEMENT, LLC

24b Grove Street
Pittsford, New York 14534
Tel: 585-248-9821

About LYON CAPITAL MANAGEMENT, LLC

LYON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as LYON CAPITAL MANAGEMENT, LLC. The firm was established in 03/21/2012. They have over 3 offices throughout the country.

LYON CAPITAL MANAGEMENT, LLC is a Pittsford, New York based Financial Planning firm with nearly $87,629,160 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111311
SEC#	801-74497
Assets Managed by Firm	$87,629,160
No. of Clients	160
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	160	$87,629,160
Individuals (other than high net worth individuals)	43	$12,069,556
High net worth individuals	42	$69,445,867
Pension and profit sharing plans	10	$6,113,737

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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