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Lexaurum Advisors LLC
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CRD # | 283653 |
SEC # | 801-107738 |
CIK # | 0001729677 |
AUM | $784.2 MM (2024-03-19) |
Employees | 42 (74% Investors, 10% Brokers) |
Phone | 913-261-9316 |
Address | 16010 Metcalf Avenue, Suite 101 Overland Park, KS 66085 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001729677] |
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---|---|---|
NS Management Ltd
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|
0.8 | |
KFA Private Wealth Group LLC
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VA | 0.8 |
Margolis Brady Raghavan Financial Inc
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Madden Securities Corporation
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TX | 0.8 |
Fortis Group Advisors LLC
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NJ | 0.8 |
Pathway Financial Advisors LLC
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VT | 0.8 |
Milestone Investment Advisors LLC
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WI | 0.8 |
Oak City Consulting LLC
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NC | 0.8 |
Recurrent Investment Advisors LLC
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TX | 0.8 |
Goldstein Advisors LLC
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WI | 0.8 |