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LEXAURUM ADVISORS
Legal name: LEXAURUM ADVISORS, LLC
CRD 283653File 801-107738
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.13B
Non-discretionary $139.2M
Clients
2,230
5,599 accounts
Employees
50
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 10, 2016
- Principal office
- 16010 METCALF AVENUE, SUITE 101, OVERLAND PARK, KS, 66085
- Phone
- 913-261-9316
- Website
- HTTPS://WWW.CRG1.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.27B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $139.2M
- Discretionary accounts
- 5,107
- Non-discretionary accounts
- 492
- Total accounts
- 5,599
- AUM per client
- $568K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 31 | $10.9M |
| Charitable organizations | 9 | $11.2M |
| High net worth individuals | 331 | $782.1M |
| Pension and profit sharing plans | 1 | $25K |
| Individuals (other than high net worth individuals) | 1,858 | $462.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — MONTHLY FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 45 | 50 | increased by5 |
| Mar 1, 2026 | Clients | 1,869 | 2,230 | increased by361 |
| Mar 1, 2026 | AUM | $1,006,435,215 | $1,267,158,128 | increased by$260,722,913 |
| Mar 1, 2026 | Accounts | 4,641 | 5,599 | increased by958 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 45 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,307 | 1,869 | increased by562 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $675,873,718 | $1,006,435,215 | increased by$330,561,497 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,068 | 4,641 | increased by1,573 |
| Apr 1, 2022 | Employees | 39 | 35 | decreased by4 |
| Apr 1, 2022 | Clients | 1,357 | 1,307 | decreased by50 |
| Apr 1, 2022 | AUM | $549,057,008 | $675,873,718 | increased by$126,816,710 |
| Apr 1, 2022 | Accounts | 2,959 | 3,068 | increased by109 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEXAURUM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEXAURUM ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.