Wealth Manager
    SEC Registered
    Manages Private Funds

    Lexaurum Advisors

    Registered investment advisor · Overland Park, Kansas · CRD #283653

    Assets Under Management
    $1.3B
    Client Accounts
    5,599
    Employees
    50
    CRD Number
    283653
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Sei Investments Distribution Co.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lexaurum Advisors

    LexAurum Advisors LLC is an investment advisory firm offering financial planning and investment management services to clients in the United States. They provide both discretionary and non-discretionary accounts and do not charge performance-based fees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lexaurum Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Lexaurum Advisors's AUM?

    Lexaurum Advisors reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lexaurum Advisors headquartered?

    Lexaurum Advisors is headquartered in Overland Park, Kansas.

    What is Lexaurum Advisors's CRD number?

    Lexaurum Advisors's CRD number is 283653. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lexaurum Advisors manage?

    Lexaurum Advisors manages approximately 5,599 client accounts according to its latest SEC filing.

    Is Lexaurum Advisors SEC registered?

    Yes, Lexaurum Advisors is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Kansas

    Creative Planning
    Overland Park, KS · $295.6B AUM
    Onedigital
    Overland Park, KS · $155.4B AUM
    Mariner
    Overland Park, KS · $125.4B AUM
    Ae Wealth Management, LLC
    Topeka, KS · $49.8B AUM
    Prime Capital Financial
    Overland Park, KS · $39.1B AUM
    Palmer Square Capital Management LLC
    Mission Woods, KS · $25.6B AUM
    See all top RIA firms in Kansas →

    Research firms like Lexaurum Advisors at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial