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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

LYONS VIEW CAPITAL, LLC

CRD 324582

AUBURN, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9319910-41e2-97c2-c078-8dde1c1c07e9

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 22, 2023 to Mar 26, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-127523
CRD: 324582
Filings on the tape: 6
First filed: Feb 22, 2023
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, AL
Website: lyonsviewcapital.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRIGHT HOLDINGS, LLC	49% MEMBER INTEREST IN LYONS VIEW CAPITAL, LLC	C	yes	11/2022	Feb 28, 2023	Mar 30, 2024
BRIGHT, JOHN, FREDERICK	63.03% MEMBER INTEREST IN BRIGHT HOLDINGS, LLC	D	yes	01/2016	Feb 22, 2023	Mar 30, 2024
DAVIS, THEODORE, ROBERT	PRESIDENT AND 46% MEMBER INTEREST LYONS VIEW CAPITAL, LLC	C	yes	11/2022	Feb 22, 2023	Mar 30, 2024
ZINK, SARAH, JANE	CHIEF COMPLIANCE OFFICER	A	yes	11/2022	Feb 22, 2023	Mar 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRIGHT INVESTMENTS, LLC	n/a	Mixed wealth	$152M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Memphis	Tn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$0	$0	4	4	1	n/a	n/a
2024	Mar 31, 2025	$0	$0	4	4	1	n/a	n/a
2023	Mar 30, 2024	$0	$0	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	4	4	1	1

Relationships

Affiliated with (2)

← BRIGHT INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ BRIGHT INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← SARAH JANE ZINKAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← THEODORE ROBERT DAVISAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← Stacy Jo MillerAdvisorregistration: previous registration
Apr 6, 2023 to Nov 22, 2023factForm ADV

Controls (4)

← BRIGHT, JOHN, FREDERICKOwner63.03% MEMBER INTEREST IN BRIGHT HOLDINGS, LLC, ownership code D, individual
Feb 22, 2023 to Mar 30, 2024factForm ADV
← ZINK, SARAH, JANEOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Feb 22, 2023 to Mar 30, 2024factForm ADV
← DAVIS, THEODORE, ROBERTOwnerPRESIDENT AND 46% MEMBER INTEREST LYONS VIEW CAPITAL, LLC, ownership code C, individual
Feb 22, 2023 to Mar 30, 2024factForm ADV
← BRIGHT HOLDINGS, LLCOwner49% MEMBER INTEREST IN LYONS VIEW CAPITAL, LLC, ownership code C, domestic entity
Feb 28, 2023 to Mar 30, 2024factForm ADV

Dated events

Occurred
Dec 7, 2023
Control person left
Jo Stacy Miller (Asst Portfolio Manager) no longer on Schedule A of Lyons View Capital, Llc (listed 2023-02-28, absent 2023-12-07)
Form ADVobserved 5 days ago
Occurred
Nov 22, 2023
Advisor changed firm
Stacy Jo Miller left Lyons View Capital, Llc for Bayview Financial Planning (registered 2024-03-07)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2023
Control person joined
Jo Stacy Miller (Asst Portfolio Manager) appeared on Schedule A of Lyons View Capital, Llc
Form ADVobserved 5 days ago
Occurred
Feb 22, 2023
First Form ADV filing
Lyons View Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9319910-41e2-97c2-c078-8dde1c1c07e9
First observed: Feb 22, 2023
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LYONS VIEW CAPITAL, LLC

CRD 324582

AUBURN, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9319910-41e2-97c2-c078-8dde1c1c07e9

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIGHT HOLDINGS, LLC

49% MEMBER INTEREST IN LYONS VIEW CAPITAL, LLC

yes

11/2022

Feb 28, 2023

Mar 30, 2024

BRIGHT, JOHN, FREDERICK

63.03% MEMBER INTEREST IN BRIGHT HOLDINGS, LLC

yes

01/2016

Feb 22, 2023

Mar 30, 2024

DAVIS, THEODORE, ROBERT

PRESIDENT AND 46% MEMBER INTEREST LYONS VIEW CAPITAL, LLC

yes

11/2022

Feb 22, 2023

Mar 30, 2024

ZINK, SARAH, JANE

CHIEF COMPLIANCE OFFICER

yes

11/2022

Feb 22, 2023

Mar 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRIGHT INVESTMENTS, LLC

n/a

Mixed wealth

$152M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Memphis

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

n/a

2024

Mar 31, 2025

n/a

2023

Mar 30, 2024

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a