Firm profile

LYONS INVESTMENT MANAGEMENT

WINTER PARK, FLCRD 166788Latest ADV March 25, 2026

Lyons Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 25, 2026, reports $73M in regulatory assets under management, 5 employees, 1 office, and 61 accounts.

Assets Under Management
$73M
Employees
5
Offices
1 office
Total Clients
35
Primary office
WINTER PARK, FL
280 W CANTON AVE, SUITE 430, WINTER PARK, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMark D. Zavanelli
CCOMark D. Zavanelli

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 42.9% of total clients.
Top client categories% of clientsClients
1
Individuals
42.9%
15
2
HNWI
40.0%
14
3
Pension Plans
5.7%
2
4
Corporations
5.7%
2
5
FAMILY LIMITED PARTNERSHIPS
5.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$73Mas of March 25, 2026
Discretionary100.0%
$73M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$73M
Total Accounts61
10Y AUM Change+$56M (+334.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee7:1
10Y Employee Change+4 (+400.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.