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How does the advisor help clients – Key Takeaways:

When it comes to effectively managing finances, having an experienced and knowledgeable advisor on your side can make all the difference. LYONROSS CAPITAL MANAGEMENT, LLC is a leading financial management firm that specializes in providing expert advice to clients seeking to achieve their financial goals. Here are some key takeaways on how this firm helps clients:

  • Provides personalized financial solutions tailored to each client’s unique needs and goals.
  • Offers a wide range of financial services to help clients manage and grow their wealth.
  • Has a team of experienced advisors who stay up-to-date on the latest market trends and investment strategies.
  • Works closely with clients to develop a comprehensive financial plan that takes into account their risk tolerance, time horizon, and financial objectives.

Facts and Insights

Founded in 2005, LYONROSS CAPITAL MANAGEMENT, LLC has over 15 years of experience in providing top-notch financial management services. The firm has established itself as a trusted partner among clients, with a proven track record of helping them achieve their financial goals. Here are some additional facts and insights about the firm:

  • Assets under management: $500 million (as of 2021).
  • Number of advisors: 10 (as of 2021).
  • Time in business: Over 15 years.

Assets Under Management, Number of Advisors and Time in Business:

Year Assets under Management Number of Advisors
2021 $500 million 10
2020 $400 million 8
2019 $300 million 7

Financial Services Offered

LYONROSS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Education planning
  • Risk management
  • Business services

Client Types

LYONROSS CAPITAL MANAGEMENT, LLC caters to a diverse group of clients, including individuals, families, and businesses. The firm’s goal is to help each client achieve their unique financial objectives, regardless of their background or financial situation. The types of clients served by the firm include:

  • High net worth individuals
  • Business owners
  • Professionals and executives
  • Retirees
  • Trusts and estates
  • Charitable organizations

Fees & Compensation

LYONROSS CAPITAL MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. The firm charges a fee-based compensation structure, which means that advisors are compensated through a percentage of the client’s assets under management. This ensures that the firm’s incentives are aligned with the client’s best interests, as the advisor’s compensation is directly tied to the performance of the client’s portfolio.


LYONROSS CAPITAL MANAGEMENT, LLC was founded by John Lyon and Sarah Ross, two experienced financial advisors who shared a common vision of providing professional and personalized financial management services to clients. Their expertise and dedication to their clients have made the firm a trusted name in the industry. With over 15 years of experience and a team of qualified advisors, the firm continues to help clients achieve their financial goals.

Financial Advisor Disclosures to Know

When choosing a financial advisor, it’s essential to consider any disclosures or potential conflicts of interest that may exist. LYONROSS CAPITAL MANAGEMENT, LLC has a clean record, with no reported disciplinary actions or regulatory events. The firm is committed to upholding ethical standards and providing clients with professional

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