Lyons View Capital is a registered investment advisor based in Auburn, Alabama, that provides investment management services for individual and institutional accounts. Founded in 2023, the firm focuses on long-term capital appreciation and dividend growth by investing primarily in mid-to-large-capitalization U.S. companies. Lyons View uses fundamental analysis to select stocks across five core sectors: financial, energy, technology, healthcare, and utilities. Accounts are managed on a discretionary or non-discretionary basis through a sub-advisory agreement with an affiliated firm, Bright Investments. Client assets are held by an independent custodian, Fidelity. Lyons View emphasizes a patient, opportunistic investment philosophy and tailors portfolios to accommodate individual client restrictions and tax situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Management fees are based on a percentage of assets under management and are fully negotiable at the firm's sole discretion.