CRD: 127618
Lexington Financial/Life Management, LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Zenith north
- Established Date
- 09-20-2007
- Office Locations
- 1
Office Locations
About Lexington Financial/Life Management, LLC
Lexington Financial/Life Management is a Nashville-based virtual family office that coordinates a collaborative network of independent professionals to deliver comprehensive wealth strategies. The firm works alongside clients' existing advisors via its MyVFO/"360 Alliance" model, supporting investment planning, portfolio construction, tax, insurance, and legacy/estate planning. Investment approach centers on asset allocation using ETFs and mutual funds, with real estate and private equity exposure; custodies with SEI.
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Owner & Executives
DALE EDWARD VEITCH
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #2412265
- Ownership
- Less than 5%
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KRISTOPHER D. MILLER
Director
- CRD
- #6971117
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,450,665 | $758,969 |
| Non-Discretionary | $26,323,903 | $516,155 |
| Total | $106,774,568 | $680,093 |
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Separately Managed Accounts
Total SMA Asset: $106,774,568
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,290,096,196 | 24.7% |
| U.S. Government/Agency | $1,128,181,289 | 21.6% |
| Municipal Bonds | $1,603,479,887 | 30.7% |
| Public Funds | $391,729,614 | 7.5% |
| Cash | $423,067,983 | 8.1% |
| Other | $386,506,553 | 7.4% |
| Total | $5,223,061,522 | 100.0% |