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LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

B51
CRD 127618·SEC 801-130899·NASHVILLE, TN
AUM
$106.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$320K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD
127618
SEC file #
801-130899
EIN
810950262
DBA names
—

Economics

AUM
$106.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$102.8M → $106.8M▲ +4%
Client mix
Individuals High Net Worth22
Individuals Other19
Pension Profit Sharing Plans3

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
x.com/lexingtonteam

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEXLIFE GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
LEXLIFE GROUP, LLC
VEITCH, DALE, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001736298
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-04-04
Edgar Last Filing Date
2018-04-04
Edgar Form D Count
1
Edgar Form D Offerings
2018-04-042018-04-04 · 0001736298-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
424 CHURCH STREET, SUITE 2000NASHVILLE, TN 37219
Business
424 CHURCH STREET, SUITE 2000NASHVILLE, TN 37219
Edgar EIN
810950262
Edgar Recent Filings
D2018-04-04 · 0001736298-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
VEITCH, DALE, EDWARD
IAR · Executive Officer · 2.5%
2412265
KRISTOPHER D. MILLER
IAR
6971117