Lexaurum Advisors LLC

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Assets, Funds, Holdings

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Lexaurum Advisors LLC
CRD #283653
SEC #801-107738
CIK #0001729677
AUM $784.2 MM (2024-03-19)
Employees 42 (74% Investors, 10% Brokers)
Phone913-261-9316
Address16010 Metcalf Avenue, Suite 101
Overland Park, KS 66085
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 14.6
JNJ 465,600.2 8.0
MSFT 1,918,222.4 6.6
NVDA 399,550.0 6.5
SPEM 5.6
UNH 477,004.0 4.9
AMZN 1,092,997.8 4.4
 
 
 
 
Holdings by Sector ($MM)
4503602701809002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,437 321.0
(b) Individuals (high net worth individuals) 225 447.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 17 7.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 23 8.7
(n) Other 0 0.0
Total 4,018 784.2
By Discretionary
Discretionary 3,684 684.5
Non-Discretionary 334 99.8
Total 4,018 784.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 784.2
Total 4,018 784.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001729677]
Comparable Firms State AUM ($BB)
NS Management Ltd
0.8
KFA Private Wealth Group LLC
VA 0.8
Margolis Brady Raghavan Financial Inc
TX 0.8
Madden Securities Corporation
TX 0.8
Fortis Group Advisors LLC
NJ 0.8
Pathway Financial Advisors LLC
VT 0.8
Milestone Investment Advisors LLC
WI 0.8
Oak City Consulting LLC
NC 0.8
Recurrent Investment Advisors LLC
TX 0.8
Goldstein Advisors LLC
WI 0.8
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