CRD: 108576
Lexington Research AND Capital Group, LLC
$354.5M Total AUM
$354.5M Disc. AUM
9.3% 3Y CAGR
1 Employees
410 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Vanguard
- Clients
- Retail
- Platforms
- HorizonEagle capital
- Established Date
- 08-08-2000
- Office Locations
- 1
Office Locations
211 N. Block Suite 105 Fayetteville AR
About Lexington Research AND Capital Group, LLC
Lexington Research and Capital Group, LLC is a Fayetteville, AR-based RIA (est. 2000) providing portfolio construction, asset management, and financial planning for retail clients. The firm emphasizes active asset allocation and risk management, with portfolios heavily oriented to investment-grade corporate fixed income alongside mutual funds and ETFs. Owner-led under CCO Stewart T. Officer.
Team overview
33 AVG AGE
$354.5M AVG AUM / ADVISOR
$864.7K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Vertex north Element foundation Radial Ridge crest Fusion Alpha focus
Custodian
Optima pathway Momentum Crest
Investment Themes
Peak Unison Vertex signal Vital vital
Investment Vehicles
Peak
Services
Peak Fusion Frontier ember Wave
Technology
Delta Alpha element
Owner & Executives
STEWART T. OFFICER
Chief Compliance Officer, Owner
- CRD
- #6531232
- Ownership
- 75% or more
(642) 558-9383
focus.pioneer@crestcapital.com
in linkedin.com/in/meridian-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,541,615 | $1,729,471 |
| Non-Discretionary | $0 | -- |
| Total | $354,541,615 | $1,729,471 |
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Separately Managed Accounts
Total SMA Asset: $354,541,615
Corporate - Investment Grade:
28.2% Public Funds:
37.3% Equity - Exchange:
20.5% Cash:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $897,941,721 | 28.2% |
| Public Funds | $1,187,703,056 | 37.3% |
| Equity - Exchange | $652,759,053 | 20.5% |
| Cash | $445,786,670 | 14.0% |
| Total | $3,184,190,500 | 100.0% |