LEXAURUM ADVISORS
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 283653
- Registered since
- May 10, 2016
- Website
- lex-aurum.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI61.72%
- Individuals36.53%
- Charitable Organizations0.88%
- Corporations / Businesses0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lexaurum Advisors LLC is an independent, SEC-registered RIA that has been operating since 2016. The firm is organized as an LLC and is owned by an individual principal. Its client base spans wealthy individuals and families as well as institutional clients. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible: the firm charges asset-based fees and also uses hourly and fixed-fee structures where appropriate. Lexaurum indicates it integrates environmental, social, and governance (ESG) considerations into its investment approach. It does not position itself as a capital allocator in the sense of running a manager-of-managers business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 3VIRGINIA SHIELDS
CoordinatorCRD 5068073
PETER HUGHES
President and CEOCRD 4216340
ROBERT WILEY
Chief Financial OfficerCRD 4505896
Contacts
3 of 31Thomas Doellman
FounderCRD 7343289
Erik Stern
Investment AdvisorCRD 7743491
Gary Chidsey
Financial AdvisorCRD 5863438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 286Active vs passive
$648M in ETFs
53%
$343M
39%
$305M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $46.5M | 371,461 | 7.17% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 16010 Metcalf Ave
- Time zone
- CT (UTC-6)
- Office locations
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