Lexington Capital, LLC

Overview

Lexington Capital, LLC is an independent registered investment adviser that focuses on serving individual and family clients with a compact, fee-based advisory model. The firm combines percentage-of-AUM and fixed-fee billing and lists core advisory activities as financial planning, portfolio management for individuals and small businesses, and publication of periodic investment commentary. Lexington Capital favors pooled public funds as the primary portfolio building blocks rather than direct stock picking at scale, and it does not identify itself as an active ESG investor or a multi-state adviser. Given the firm’s small scale, its investment approach appears centered on straightforward, manageably diversified portfolios using mutual funds and other public fund vehicles. The business is owner-managed and geared to a limited client base, which supports a hands-on client relationship model and customized financial planning paired with model-based portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices