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| Lexaurum Advisors LLC
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|
|
|---|---|
| CRD # | 283653 |
| SEC # | 801-107738 |
| CIK # | 0001729677 |
| AUM | $1.3 B (2026-03-18) |
| Employees | 50 (62% Investors, 8% Brokers) |
| Phone | 913-261-9316 |
| Address | 16010 Metcalf Avenue, Suite 101 Overland Park, KS 66085 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729677 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.7 | ||
| Sherwin Williams Co | 15.5 | ||
| Johnson & Johnson | 13.9 | ||
| Global MOFY Metaverse Ltd | 11.7 | ||
| Nvidia Corp | 9.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,858 | 462.9 |
| (b) Individuals (high net worth individuals) | 331 | 782.1 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 9 | 11.2 |
| (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 | 31 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 5,599 | 1,267.2 |
| By Discretionary | ||
| Discretionary | 5,107 | 1,128.0 |
| Non-Discretionary | 492 | 139.2 |
| Total | 5,599 | 1,267.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,266.7 | |
| Total | 5,599 | 1,267.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729677] |
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|---|---|---|
|
Urban Financial Advisory Corp
✚
|
IL | 1.3 |
|
Promethos Capital LLC
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|
MA | 1.3 |
|
NorthStar Fiduciary Partners LLC
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1.3 | |
|
KEB Asset Management LLC
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IL | 1.3 |
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Financial Council LLC
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MD | 1.3 |
|
Palisade Asset Management LLC
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MN | 1.3 |
|
Managed Asset Portfolios LLC
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|
MI | 1.3 |
|
Wealthshield Partners LLC
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NC | 1.3 |
|
Absher Wealth Management LLC
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|
NC | 1.3 |
|
Montis Financial LLC
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MA | 1.3 |