Lyons Capital Group Goes Independent, Selects Charles Schwab as Custodian
SHREVEPORT, LA – May 15, 2025 – Lyons Capital Group today announced its transition to an independent financial advisory firm and the establishment of a custodial partnership with Charles Schwab. This strategic move enhances the firm’s ability to serve clients through an expanded platform, advanced technology, and robust resources.
The decision to partner with Charles Schwab follows a period of careful consideration by Lyons Capital Group President Jeff Lyons, driven by a commitment to continuously improve the client experience and optimize operational efficiency.
“Over the past few years, it’s been weighing on my heart to ensure that I’m being a good steward of everything God has entrusted me with,” said Lyons. “This began an exploration to see if there were better options for how we manage our clients’ assets. What I discovered is that we could enhance everything we offer to our clients if we were willing to take on more responsibility and the operational tasks associated with running our own business.”
The partnership with Charles Schwab will provide Lyons Capital Group clients with several key benefits:
- Expanded Investment Options: Access to a wider array of investment choices through Schwab’s platform.
- Advanced Technology: Leveraging Schwab’s industry-leading technology platform for a more efficient and enhanced experience.
- Competitive Fee Structure: Benefiting from Schwab’s $0 commissions and no fees for holding assets.
- Enhanced Security: Utilizing Schwab’s robust security measures to further protect client assets.
- Extensive Resources: Access to the broad range of resources and support offered by Charles Schwab.
Lyons Capital Group remains committed to providing personalized, focused, and results-oriented service, and will work closely with clients throughout this transition to ensure a seamless experience.
About Lyons Capital Group:
Lyons Capital Group, located in Shreveport, LA, offers a distinctive approach to wealth management by integrating faith-based principles with comprehensive financial planning. The firm provides personalized guidance and builds lasting relationships with individuals, families, and institutions, helping them navigate their financial journeys with purpose and clarity. Learn more at LyonsCapGroup.com.