Data / Investment advisers / Florida / Lyons Investment Management
Lyons Investment Management, Winter Park, FL: $73.1 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lyons Investment Management is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $73.1 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 166788
- SEC file number
- 801-77614
- SEC status
- Approved, effective February 19, 2013
- Legal name
- Great Northern Asset Management, Inc.
- Main office
- 280 W Canton Ave Suite 430, Winter Park, FL 32789
- Phone
- (386) 775-1177
- Website
- gnci.com
- Regulatory AUM
- $73,067,315 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $73,067,315
- Accounts
- 61
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $49.4 million |
| Corporations or other businesses | 2 | $10.6 million |
| Individuals (other than high net worth individuals) | 15 | $6.4 million |
| Pension and profit sharing plans | 2 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $73.1 million | March 25, 2026 |
| December 1, 2025 | $64.2 million | March 21, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ponta Wealth Partners, LLC | Winter Park | $214.3 million | Not listed | adviserinfo.sec.gov |
| Rivertree Advisors, LLC | Winter Park | $184.4 million | Not listed | adviserinfo.sec.gov |
| Sandhill Wealth Management, Inc. | Winter Park | $118.5 million | Not listed | adviserinfo.sec.gov |
| Lyons Wealth Management | Winter Park | $109.1 million | 1 | adviserinfo.sec.gov |
| Alphaq Advisors | Winter Park | $90.6 million | Not listed | adviserinfo.sec.gov |
| Vestapoint LLC | Winter Park | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Lyons Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.