← Tributary

LEXINGTON ADVISORS LLC

NEW YORK, NY · CRD 107364 · IAPD ↗ · 212-754-0411

$2.66BRegulatory AUM
165Advisory reps
171Employees
0Clients
n/aPlanning clients
7Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
January 2026 — LEXINGTON ADVISORS LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
January 2026 — LEXINGTON ADVISORS LLC grew from 152 to 165 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
January 2026 — LEXINGTON ADVISORS LLC crossed $1B in regulatory AUM ($243.3M -> $2.66B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
65
January 2025 — LEXINGTON ADVISORS LLC grew from 131 to 152 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.