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 is an independent, owner-operated registered investment adviser formed in 2016 that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting, and uses a mix of fee models (percentage of AUM, hourly, fixed fees and other arrangements). Lexaurum reports being an active ESG investor and appears to emphasize equity-oriented strategies as a core preference.
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 3
Virginia 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 306Active vs passive
$734M in ETFs
54%
$399M
38%
$335M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $51.3M | 361,888 | 6.99% |
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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