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| Keyboard |
| Lexington Financial/Life Management LLC
✚
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|
|---|---|
| CRD # | 127618 |
| SEC # | 801-130899 |
| CIK # | 0001736298 |
| AUM | 106.8 M (2026-04-29) |
| Employees | 6 (33% Investors, 17% Brokers) |
| Phone | 615-492-1011 |
| Address | 1600 West End Ave Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | CAJ Acquisitions LLC | 2026-02-06 | 4.0 M | |
| Other | Nashbama LLC | 2026-02-06 | 5.5 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 4.7 |
| (b) Individuals (high net worth individuals) | 22 | 100.2 |
| (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 | 3 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 106.8 |
| By Discretionary | ||
| Discretionary | 106 | 80.5 |
| Non-Discretionary | 51 | 26.3 |
| Total | 157 | 106.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.8 | |
| Total | 157 | 106.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001736298] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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