Lexington Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lexington Capital, LLC is a small independent adviser managing about $12.6 million across roughly 22 client relationships. The firm serves individuals, high‑net‑worth clients, charitable organizations, and other advisers, offering ongoing portfolio management, one‑time financial planning, subadviser services to third‑party advisers, and participant account management for held‑away retirement assets.
The firm documents client goals in an Investment Policy Statement and typically seeks discretionary trading authority to implement both tactical and strategic allocations; its methods include charting, modern portfolio theory, quantitative analysis, and technical analysis. Accounts are reviewed at least quarterly and the firm uses a third‑party participant platform and an institutional custodian relationship to facilitate trading and reporting.
Distinctive features noted in the brochure include the firm’s distribution of periodicals or newsletters and its explicit work with charitable organizations, both of which are uncommon among solo independent advisers. Lexington Capital also discloses a lead‑generation relationship with a third‑party provider and the ability to act as a subadviser to other advisers, which may affect how new client relationships are sourced and managed.
Client services
Expertise
Fee options
$250 for financial planning
$0 - $249,999: 1.60% $250,000 - $999,999: 1.35% $1,000,000+: 1.10%
Main office
Marion IA
Advisors at this office
1
Most active in
Iowa · Minnesota
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.
Forms ADV
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