SourcingSourcing

LYONS CAPITAL GROUP, LLC

B52
CRD 335733·SEC 801-132580·SHREVEPORT, LA
AUM
$165.9M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$498K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYONS CAPITAL GROUP, LLC
CRD
335733
SEC file #
801-132580
EIN
—
DBA names
Lyons Capital Group

Economics

AUM
$165.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$149.9M → $165.9M▲ +11%
Client mix
Individuals Other225
Individuals High Net Worth62

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SHREVEPORT LA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
linkedin.com/company/lyons-capital-group-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Lyons, Jeffrey, Edward
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Lyons, Jeffrey, Edward
Elfenbein, Lonny, Scott
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:lyons.com

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
0.3111
Soi Zip Pct 200k Plus
0.1577
Soi Zip Returns 200k Plus
2,250
Soi Zip Total AGI
2,100,403
Fdic Zip Total Deposits
15,401,819,000
Fdic Zip Branch Count
306
Fdic Zip Top Banks
BancorpSouth Bank
Capital One, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Pioneer Bank & Trust CompanyShreveport, LA
Pioneer Bank & Trust CompanyShreveport, LA
Fdic Zip HHI
960.8
Fdic Zip Top Bank Share Pct
20.12
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,429
Returns4,750
Stub 2
AGI96,561
Returns2,720
Stub 3
AGI86,417
Returns1,420
Soi Zip Total Business Income
72,848
Soi Zip Total Cap Gains
184,499
Soi Zip Total Dividends
71,991
Soi Zip Total Returns
14,270
Top Owner CRD
5845983
Trust Company Affiliate
No

People (3)

3
Lyons, Jeffrey, Edward
IAR · Direct Owner · 87.5%
5845983
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038
Jonathan Edward Terry
IAR
7572261