CRD: 301810
Lexington Hill Partners, LLC
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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-12-2019
- Office Locations
- 2
Office Locations
About Lexington Hill Partners, LLC
Lexington Hill Partners is a Dallas-based RIA serving retail investors with investment planning and portfolio construction, complemented by estate planning and insurance guidance. Portfolios use ETFs and mutual funds alongside fixed income and select alternative exposures (e.g., hedge funds, private equity, real estate). Firm runs on the Black Diamond platform and custodies with Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between July 2, 2025 and March 27, 2026, reported AUM increased 63.1%, from $170.7M to $278.4M.
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 6 advisory representatives and 79 clients, or 13.2 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Lexington Hill Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
COLESEN CRAIG EVANS
Chief Compliance Officer, Director
- CRD
- #4674496
- Ownership
- 50% but less than 75%
WILLIAM HENRY LITTON
Manager, Principal
- CRD
- #5197235
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Ansley Grace Bridges
Senior Associate
- CRD
- #7388924
Daniel Spencer Harper
--
- CRD
- #8212422
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,397,108 | $1,062,085 |
| Non-Discretionary | $15,040,609 | $1,367,328 |
| Total | $278,437,717 | $1,075,049 |
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Separately Managed Accounts
SMA allocation detail is available
Lexington Hill Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lexington Hill Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.