Lexington Capital, LLC

RIAState Registered
Total AUM
$12.6M
Discretionary
$12.6M
100% of AUM
Avg account
$171K
Accounts
74
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287930
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI50.88%
  • Individuals49.12%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Lexington Capital, LLC is an independent, individually owned registered investment adviser operating as an LLC that serves individual and family clients. The firm’s advisory model combines percentage-of-assets and fixed-fee billing and centers on financial planning, discretionary portfolio management for individuals and small businesses, and the production of periodicals or newsletters as a client communication/education channel. Lexington reports it is not an active ESG investor, does not act as a capital allocator to external managers, and is not structured as a multi-state or pension-focused consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 32%, Cash & Cash Equivalents 6%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents6%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth