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LYLE & FORSYTH INVESTMENT MANAGERS
Legal name: LYLE, ALLAN GLEN
CRD 10603File 801-16717
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$221.2M
Below cohort median (national)
Discretionary AUM
$94.4M
Non-discretionary $126.8M
Clients
79
134 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 14, 1982
- Principal office
- 165 NORTH REDWOOD DRIVE, SUITE 208, SAN RAFAEL, CA, 94903-1974
- Phone
- 415-492-9240
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.2M
- Discretionary AUM
- $94.4M
- Non-discretionary AUM
- $126.8M
- Discretionary accounts
- 92
- Non-discretionary accounts
- 42
- Total accounts
- 134
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 79 | $221.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 76 | 79 | increased by3 |
| Apr 1, 2026 | AUM | $203,489,691 | $221,189,432 | increased by$17,699,741 |
| Apr 1, 2026 | Accounts | 145 | 134 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $216,019,744 | $203,489,691 | decreased by$12,530,053 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 134 | 145 | increased by11 |
| Apr 1, 2022 | Clients | 81 | 76 | decreased by5 |
| Apr 1, 2022 | AUM | $179,071,137 | $216,019,744 | increased by$36,948,607 |
| Apr 1, 2022 | Accounts | 140 | 134 | decreased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LYLE FORSYTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYLE FORSYTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.