Lexington Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287930
- Website
- www.lexingtoncapitalllc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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