Lexington Research and Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only investment management and financial planning to individuals, trusts, estates and small retirement plans, overseeing about 205 client accounts. It acts as a fiduciary and delivers discretionary portfolio management with asset-based fees billed directly to clients rather than deducted from custody accounts.
Investment process is grounded in efficient‑market theory and modern portfolio analysis, emphasizing low‑cost index funds, ETFs, selective individual equities, international diversification, and periodic rebalancing for long‑term risk management. Accounts are reviewed quarterly and clients receive written quarter‑end reports that compare portfolio results to broad market indices.
Notably, the firm manages an unusually large amount of assets relative to its advisory headcount — roughly $355 million of discretionary assets — a configuration that is uncommon among similarly sized supported firms. Operational distinctions include a strict fee‑only policy with no soft‑dollar or performance‑based arrangements, a preferred custodian recommendation, and internal trading and reporting policies (including a minimum holding period for employee trades and client‑facing quarterly statements).
Client services
Expertise
Fee options
$0 - $590,000: 0.50% annually $590,000 - $750,000: $2950 annual fixed fee $750,000 - $1,000,000: $3250 annual fixed fee $1,000,000 - $1,250,000: $3550 annual fixed fee $1,250,000 - $1,500,000: $3750 annual fixed fee $1,500,000 - $1,750,000: $3950 annual fixed fee $1,750,000 - $2,000,000: $4150 annual fixed fee $2,000,000 - $2,250,000: $4350 annual fixed fee $2,250,000 - $2,500,000: $4550 annual fixed fee $2,500,000 - $2,750,000: $4750 annual fixed fee $2,750,000 - $3,000,000: $4950 annual fixed fee $3,000,000 - $3,250,000: $5150 annual fixed fee $3,250,000 - $3,500,000: $5300 annual fixed fee $3,500,000 - $3,750,000: $5450 annual fixed fee $3,750,000 - $4,000,000: $5600 annual fixed fee $4,000,000 - $4,500,000: $5750 annual fixed fee $4,500,000 - $5,000,000: $5900 annual fixed fee $5,000,000 - $5,500,000: $6000 annual fixed fee $5,500,000 - $6,000,000: $6100 annual fixed fee $6,000,000 - $6,500,000: $6200 annual fixed fee $6,500,000 - $7,000,000: $6300 annual fixed fee $7,000,000 - $7,500,000: $6400 annual fixed fee $7,500,000 - $8,000,000: $6500 annual fixed fee
Minimum fee: $2950 to $6500 annually depending on asset level as fixed fees for accounts above $590,000 Fee-only: Fee-only investment advisory; fees come directly from clients; no commissions accepted.
Main office
211 N. Block Suite 105
Fayetteville AR 72703
Advisors at this office
1
Most active in
Arkansas · Florida · Kentucky · Tennessee · Texas
Also doing business as
Lexington Research & Capital Group · Lexington Research And Capital Group, LLC · Lexngton Research And Capital Group, LLC · Officer Dennis Terry · Stewart Taylor Officer
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.
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