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Phillip Kay Lyman

Investment adviser representative at Dutch Asset Corporation
35 yearsExperience
1 stateRegistered in
$186.9MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

35 years in the industry.

  1. Dutch Asset CorporationFeb 2026 to now
  2. Recapture Investment GroupApr 2018 to now
  3. Phil Lyman, CpaOct 1991 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (UT).

Dutch Asset Corporation

$186.9MAssets managed
228Clients
9Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2126278
Firm CRD
170884
Advisor's SEC record (opens in a new tab)
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