A complete list of active advisors currently associated with Lexington Capital, LLC

Warmer can help you find a great advisor at Lexington Capital, LLC or one who fits your needs even better.

Lexington Capital, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management and fee‑based financial planning to individuals and high‑net‑worth clients, and lists charitable organizations and other advisers among its client types. The firm also offers subadviser services to unaffiliated advisers and manages defined‑contribution participant accounts using a third‑party platform for held‑away assets. The firm combines tactical and strategic asset‑allocation decisions and documents client goals in an Investment Policy Statement; its methods of analysis include charting, technical and quantitative analysis as well as modern portfolio theory. Lexington Capital typically requests discretionary trading authority, reviews client accounts at least quarterly, and acknowledges that some strategies may involve relatively short holding periods and limited tax efficiency. The brochure specifically lists charitable organizations as clients, a client segment that is uncommon for small independent firms, and provides a dedicated research contact and website that indicate the firm circulates research or periodicals to clients. It recommends Charles Schwab Advisor Services as custodian and discloses potential access to institutional research and technology (soft‑dollar benefits); the firm reports approximately $12.6 million in discretionary assets across 22 client accounts.

To learn more about the advisors currently working at Lexington Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.