SourcingSourcing

LYONS VIEW CAPITAL, LLC

C30
CRD 324582·SEC 801-127523·AUBURN, AL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYONS VIEW CAPITAL, LLC
CRD
324582
SEC file #
801-127523
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
AUBURN AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
lyonsviewcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIGHT HOLDINGS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BRIGHT HOLDINGS, LLC
DAVIS, THEODORE, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYONSVIEWCAPITAL.COM
Rdap Domain Creation Date
2022-02-07T17:29:08Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1953
Soi Zip Pct 200k Plus
0.047
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
601,134
Fdic Zip Total Deposits
635,738,000
Fdic Zip Branch Count
22
Fdic Zip Top Banks
PNC Bank, National Association
AuburnBank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
RBC Bank (USA)Auburn, AL
PNC Bank, National AssociationAuburn, AL
Fdic Zip HHI
5354.21
Fdic Zip Top Bank Share Pct
69.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-07T17:29:08Z
Rdap Domain Last Changed
2023-03-01T03:42:11Z
Rdap Nameservers
Hope.ns.cloudflare.comJay.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,434
Returns3,540
Stub 2
AGI81,861
Returns2,300
Stub 3
AGI64,944
Returns1,070
Soi Zip Total Business Income
14,780
Soi Zip Total Cap Gains
22,220
Soi Zip Total Dividends
6,897
Soi Zip Total Returns
9,370
Trust Company Affiliate
No

People (2)

2
DAVIS, THEODORE, ROBERT
IAR · Direct Owner · 37.5%
4668980
ZINK, SARAH, JANE
IAR · Direct Owner · 7.5%
2602716