LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $106.8M |
| Discretionary | $80.5M75% of AUM |
| Non-Discretionary | $26.3M |
| Client Accounts | 157 |
| Avg Account Size | $680K |
| Employees | 6 |
| Peak AUM | $120.4MJul 2024 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $107M | +3.9% | 6.6% | — | |
| Discretionary AUM | $80M | ||||
Key Metrics
| Total AUM | $106.8M |
| Discretionary | $80.5M |
| Employees | 6 |
| Client Accounts | 157 |
| Client Range | 26-50 |
Contact & Location
Address
1600 WEST END AVE.
NASHVILLE TN 37203
Phone
615-492-1011
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$80M
75.3% of AUM
Non-Discretionary
$26M
24.7% of AUM
Disc. mix ▼ 2.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Investment AdviserInsurance Company