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| Happy Holidays!! thanks for using AUM13F!! |
| Lexaurum Advisors LLC
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| CRD # | 283653 |
| SEC # | 801-107738 |
| CIK # | 0001729677 |
| AUM | $1.0 B (2025-07-30) |
| Employees | 45 (67% Investors, 9% Brokers) |
| Phone | 913-261-9316 |
| Address | 16010 Metcalf Avenue, Suite 101 Overland Park, KS 66085 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729677 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 15.8 | ||
| Apple Inc | 13.9 | ||
| Global MOFY Metaverse Ltd | 9.2 | ||
| Johnson & Johnson | 8.5 | ||
| Microsoft Corp | 8.0 | ||
| Nvidia Corp | 7.4 | ||
| Amazon Com Inc | 5.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,542 | 373.3 |
| (b) Individuals (high net worth individuals) | 286 | 611.0 |
| (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 | 0.2 |
| (h) Charitable organizations | 13 | 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 | 27 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,641 | 1,006.4 |
| By Discretionary | ||
| Discretionary | 4,365 | 903.2 |
| Non-Discretionary | 276 | 103.2 |
| Total | 4,641 | 1,006.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,006.4 | |
| Total | 4,641 | 1,006.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729677] |
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|---|---|---|
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Covenant Partners LLC
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TN | 1.0 |
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Allen Mooney & Barnes Investment Advisors LLC
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GA | 1.0 |
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NPA Asset Management LLC
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NJ | 1.0 |
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Fitzroy Investment Advisors LLC
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FL | 1.0 |
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Baxter Brothers Inc
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CT | 1.0 |
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Strategic Benefit Consultants Inc
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IN | 1.0 |
|
Aspire Capital Advisors LLC
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WA | 1.0 |
|
Holt Capital Advisors LLC
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TX | 1.0 |
|
Avenir Corporation
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|
VA | 1.0 |
|
Founders Financial Alliance LLC
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NC | 1.0 |