LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
Adviser Profile
| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 08/09/2024 |
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| Former registrations | |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 106,774,568 -11% |
| of that, discretionary | 80,450,665 -22% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 9,500,000 |
| Avg Account Size | 680,093 -18% |
| % High Net Worth | 50.00% 4% |
| SMA’s | No |
| Private Funds | 2 2 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
103M
88M
74M
59M
44M
29M
15M
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FRAZIER & DEETER | Filing Date04/18/2026 | Form ADV-E View Report |
Private Funds Structure
| Count | GAV | |
|---|---|---|
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