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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
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Platform
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Technology
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
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Stephen Richard Armstrong
--
- CRD
- #7155231
KAREN KAY BENEFIEL
Portfolio Manager
- CRD
- #2865736
Showing 2 of 34 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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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