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

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

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).

To learn more about the advisors currently working at Lexington Research and Capital Group, 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.