DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

L•••• V••• C••••••• L••

No RAUM reportedAuburn, AlabamaCRD 324582SEC 801-127523websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Feb 22, 2023 · 6 filings
SEC status approved since Mar 24, 2023
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$0 as of Mar 26, 2026
Mar 30, 2024$0 then
HNW client RAUM$0 as of Mar 26, 2026
Mar 30, 2024$0 then
State-registered IARs (5.B.3)3 as of Mar 26, 2026
Mar 30, 20243 then
Employees (5.A)4 as of Mar 26, 2026
Mar 30, 20244 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • D••••• T•••••••• R••••• · President And 46% Member Interest L•••• V••• C••••••• L••control
    since 11/2022 · owns 25% to 50%
  • Z•••• S••••• J••• · Chief Compliance Officercontrol
    since 11/2022 · owns 5% to 10%
  • B•••••• J•••• F•••••••• · 63.03% Member Interest In B••••• H•••••••• L••control
    since 01/2016 · owns 50% to 75% of B••••• H•••••••• L••
Entity owners
  • B••••• H•••••••• L•• · 49% Member Interest In L•••• V••• C••••••• L••
    direct · owns 25% to 50%
Related persons
Schedule D 7.A
Advisers that list L•••• V••• C••••••• L•• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Auburn, Al · principal200
Lutz, Fl000
Offices
Schedule D 1.F, the 25 largest
  • Memphis, TN1 employees
What changed
consecutive filings, newest first
  • fin p••••••• clients · unset to
    Mar 30, 2024 to Mar 31, 2025
  • Employees · 5 to 4
    Dec 7, 2023 to Mar 30, 2024
  • Insurance-licensed employees · 4 to 3
    Dec 7, 2023 to Mar 30, 2024
  • State-registered IARs · 4 to 3
    Dec 7, 2023 to Mar 30, 2024
  • Other offices · 2 to 1
    Feb 28, 2023 to Dec 7, 2023
Signals
4 dated events
  • Jo S•••• M••••• (Asst Portfolio Manager) no longer on Schedule A of L•••• V••• C••••••• L•• (listed 2023-02-28, absent 2023-12-07)
    Dec 7, 2023 · Control person left · inference
  • S•••• J• M••••• left L•••• V••• C••••••• L•• for B•••••• F•••••••• P••••••• (registered 2024-03-07)
    Nov 22, 2023 · Advisor changed firm · fact
  • Jo S•••• M••••• (Asst Portfolio Manager) appeared on Schedule A of L•••• V••• C••••••• L••
    Feb 28, 2023 · Control person joined · fact
  • L•••• V••• C••••••• L•• filed its initial SEC registration (Form ADV)
    Feb 22, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
lyonsviewcapital.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
3343212321reportedpublic record, Form ADV, Mar 26, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
No RAUM reportedderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026