This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-10-2016
- Office Locations
- 24
Office Locations
About Lexaurum Advisors
LexAurum Advisors is an Overland Park, Kansas-based RIA serving retail and institutional clients with financial/wealth planning and portfolio construction, including tax, estate, and insurance planning. Portfolios are primarily implemented with ETFs and mutual funds, with ESG/SRI capabilities. The firm operates a multi-office advisor team and commonly custodies assets with Charles Schwab.
Reported data analysis
What the numbers show
Between October 15, 2025 and July 1, 2026, reported AUM increased 25.9%, from $1.0B to $1.3B.
Across 5 reported observations, AUM increased 87.5% between December 6, 2022 and July 1, 2026, from $675.9M to $1.3B.
Of the latest reported AUM, 89.0% is discretionary and 11.0% is non-discretionary.
The firm reports 31 advisory representatives and 2,282 clients, or 73.6 clients per representative. That equates to $555.3K in reported AUM per client.
The profile lists 24 reported office locations and 10 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lexaurum Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Lexaurum Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PETER WELLINGTON HUGHES
Advisor, Chief Executive Officer
- CRD
- #4216340
- Ownership
- 75% or more
Timothy John Hawkins
Owner, President
- CRD
- #4064503
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
Unlock allContacts
Stephen Richard Armstrong
--
- CRD
- #7155231
KAREN KAY BENEFIEL
Portfolio Manager
- CRD
- #2865736
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,128,006,805 | $220,875 |
| Non-Discretionary | $139,151,323 | $282,828 |
| Total | $1,267,158,128 | $226,319 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lexaurum Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lexaurum Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.