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LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618File 801-130899
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.8M
Bottom 25% of cohort (national)
Discretionary AUM
$80.5M
Non-discretionary $26.3M
Clients
44
157 accounts
Employees
6
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 9, 2024
- Principal office
- 1600 WEST END AVE., SUITE 200, NASHVILLE, TN, 37203
- Phone
- 615-492-1011
- Website
- HTTP://X.COM/LEXINGTONTEAM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.8M
- Discretionary AUM
- $80.5M
- Non-discretionary AUM
- $26.3M
- Discretionary accounts
- 106
- Non-discretionary accounts
- 51
- Total accounts
- 157
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $100.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
| Individuals (other than high net worth individuals) | 19 | $4.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.