L
CRD: 287930
Lexington Capital, LLC
Marion, IA
6127990661
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2017
- Office Locations
- 1
Office Locations
-- Marion IA
About Lexington Capital, LLC
Lexington Capital, LLC is a Marion-based RIA. The firm has been operating for 9 years. Managing $12.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
49 AVG AGE
$12.6M AVG AUM / ADVISOR
$573.5K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Request access to benchmark trends tied to insight oak.
Unlock to compare peer behavior around signal zenith.
Full visibility includes strategy notes for zenith harbor prime.
Unlock to compare peer behavior around unison ridge.
Unlock to see real insight on meridian north.
Unlock to compare peer behavior around element optima.
Unlock to see real insight on pathway zenith.
Full visibility includes strategy notes for delta value pathway.
Asset Classes
Frontier vital
Investment Themes
Pioneer Signal radial
Investment Vehicles
Pioneer
Services
Alpha catalyst Unison Bridge vertex Oak Foundation Legacy oak Wave momentum
Owner & Executives
Lance McDonald
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6789177
- Ownership
- 75% or more
(751) 414-5663
value.glacier@focuscapital.com
in linkedin.com/in/pathway-capital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,617,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,617,662 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,617,662
Public Funds:
14.3% Equity - Exchange:
56.3% Cash:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $540,078,092 | 14.3% |
| Equity - Exchange | $2,126,321,439 | 56.3% |
| Cash | $1,110,370,343 | 29.4% |
| Total | $3,776,769,874 | 100.0% |