Washington, DC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lexaurum Advisors
Multi-team
Firm-wide stats for Lexaurum Advisors
About
LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses and institutional clients, and it also serves other advisory firms as a sub‑adviser. The firm manages about $1.27 billion for roughly 2,189 clients and operates with a multi‑advisor team of 32 professionals offering both discretionary and non‑discretionary engagements.
The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory and uses fundamental, market‑trend, and economic‑cycle analysis; its standardized Golden Rule Program offers eight model allocations, typically implemented with low‑cost ETFs. LexAurum offers traditional custodial management and also provides discretionary rebalancing for assets held on third‑party platforms (for example, 401(k), 403(b), TSP and HSA accounts) through an integration with the Pontera platform.
Distinctive features disclosed in the brochure include the firm’s use of client testimonials and endorsements in its marketing, a practice that is uncommon among multi‑team peers, and a sub‑advisory program that makes GRP model portfolios and billing services available to other advisers. The firm also discloses a range of third‑party economic relationships — including a platform fee paid to Pontera, custodial support services, referral arrangements, and potential insurance and broker‑dealer compensation — and identifies these arrangements as potential conflicts of interest that it discloses to clients.
Based on Lexaurum Advisors
Expertise
Based on Lexaurum Advisors
Location
Washington DC
Advisors at this office
2
Advisors at this office
Kris P
CFP®, Series 63, Series 66
Washington, DC
Lexaurum Advisors
Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.
Andrew C
ChFC®, Series 65, Series 63
Washington, DC
Lexaurum Advisors
Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. Prior to joining Lexaurum Advisors in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Persinger Planning. Outside of his advisory role, he serves as president of the Tyson Corner Chamber of Commerce and is involved in fundraising for a special education school. Lexaurum Advisors serves individuals, families, businesses, and institutions by providing investment management, financial planning, and retirement-plan services through a multi-advisor team. The firm manages diversified portfolios utilizing modern portfolio theory and offers discretionary as well as non-discretionary engagements, including a sub-advisory program with model portfolios implemented primarily through low-cost ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")