Lyon Park Advisors Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 287918 · · WWW.LYONPARKADVISORS.COM

☆ Save with Pro ADV data as of Feb 25, 2026

Regulatory AUM: $9.9M
Discretionary: $0
Clients: —
Avg AUM / client: —
Accounts: 29
Employees: 1

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	Fewer than 5 clients	$3.0M	30.5%
High net worth individuals	Fewer than 5 clients	$6.9M	69.5%

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Bradley Kent Nelson	Registered representative	CFP	Oct 2020 (6y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	02/25/2026	1.05 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees
• Other fees
• A PERCENTAGE OF ASSETS UNDER ADVISEMENT AND WEBSITE SUBSCRIPTION

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Other services

Custody

Reported custodians

Truist Financial Corp $7.1M (72% of AUM) Feb 2026
Pershing $777K (8% of AUM) Feb 2026
Transamerica Life Insurance Company $226K (2% of AUM) Feb 2026
Vanguard Marketing Corporation $52.3K (1% of AUM) Feb 2026
United States Treasury $34.3K (0% of AUM) Feb 2026
Charles Schwab & Co. $5.1K (0% of AUM) Feb 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.

View current Form ADV (SEC/IAPD) ↗