LEXINGTON RESEARCH AND CAPITAL GROUP, LLC
Firm details
- Headquarters
- FAYETTEVILLE, Arkansas
- CRD number
- 108576
- Registered since
- August 8, 2000
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.71%
- Individuals2.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lexington Research And Capital Group, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2000. The firm is owner-operated and focuses on fee-based portfolio management for individual and family clients and small businesses, charging a percentage of assets under management. Its stated advisory activity centers on discretionary portfolio management rather than institutional or pension consulting work. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds64%
- Public Funds/Mutual Funds29%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
1 of 1STEWART OFFICER
OwnerCRD 6531232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAYETTEVILLE, AR
WASHINGTON
Location
FAYETTEVILLE, AR
Headquartered in FAYETTEVILLE, AR, in the South of the United States.
- Region
- South
- County
- WASHINGTON
- Address
- 211 N Block Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CABANA ASSET MANAGEMENT
RIAFAYETTEVILLE, AR
NATURAL CAPITAL
RIAFAYETTEVILLE, AR
GREENWOOD GEARHART, LLC
RIAFAYETTEVILLE, AR
HOLY CITY PROSPERITY, LLC
RIAFAYETTEVILLE, AR
SIGNALUP WEALTH, LLC
RIAFAYETTEVILLE, AR
CORNERSTONE ADVISORS LLC
RIAFAYETTEVILLE, AR