Lexington Avenue Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,854,280
Clients
67
Advisors
3
across 2 offices
About
Lexington Avenue Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, trusts and estates, small businesses, retirement plan sponsors and participants, corporations, and non‑profit organizations. The firm also offers ERISA 3(21) fiduciary retirement plan consulting and individualized participant advice, in addition to general financial consulting services commonly offered by similar advisers.
The firm follows a long‑term, diversified investment philosophy that emphasizes market‑based allocations and frequently uses low‑fee passive mutual funds and ETFs across U.S., international and emerging markets, while accommodating individual bonds or existing securities as appropriate. Advisors tailor portfolios and recommendations to each client’s broader life circumstances—including Social Security, tax considerations, retirement timing, and family needs—and explicitly avoid market timing or frequent stock selection as a primary strategy.
Distinctive features include a small advisory team managing roughly $164 million in assets and operating without a stated account minimum, an explicit written process for managing the conflict of interest tied to retirement‑account rollovers (including an impartial conduct standard), and staff experience outside finance such as a professional role with the U.S. government and substantial volunteer commitments by firm leadership. The firm also discloses operational practices that differ from many peers—such as not aggregating trades for clients—and maintains written proxy‑voting and custody procedures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Annual flat fee of $1,000 to $20,000 for financial planning/consulting
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Up to $500 per hour
Main office
See officeNew City NY
Advisors at this office
2
Most active in
California · Georgia · New Hampshire · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Charles L
Series 65
Redwood City, CA
Lexington Avenue Capital Management, LLC
Charles Lee is a financial advisor at Lexington Avenue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Lexington Avenue since 2020, following seven years as a self-employed advisor. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services to individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm employs a long-term, diversified investment approach using low-fee passive mutual funds and ETFs, while incorporating behavioral finance insights and tailored recommendations based on clients’ broader life circumstances.
Larry L
CFP®, CFA®, Series 65
New City, NY
Lexington Avenue Capital Management, LLC
Larry Luxenberg is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Lexington Avenue Capital Management, LLC since 2001. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm emphasizes long-term, diversified portfolios using low-fee passive mutual funds and ETFs, incorporates behavioral-finance insights, and operates under a formal ERISA fiduciary framework for retirement-plan advice.
Seth L
Series 65
New City, NY
Lexington Avenue Capital Management, LLC
Seth Luxenberg is a financial advisor at Lexington Avenue Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Kosmos Energy and Skibo Energy. Seth also serves in a non-investment role at the U.S. Embassy in Abidjan. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts, small businesses, retirement plans, corporations, and nonprofits. The firm focuses on long-term, diversified portfolios using low-fee passive funds and ETFs, applying behavioral finance insights and a formal ERISA fiduciary framework for retirement-plan advice.
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