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LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

NASHVILLE, TN · CRD 127618 · IAPD ↗ · 615-492-1011

$106.8MRegulatory AUM
2Advisory reps
6Employees
0Clients
26-50Planning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2026 — LEXINGTON INVESTMENT CONSULTING, LLC is now doing business as LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2026 — LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC now reports 2 private fund(s) ($9.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2025 — LEXINGTON INVESTMENT CONSULTING, LLC now reports custody of client assets ($1.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
September 2024 — LEXINGTON INVESTMENT CONSULTING, LLC (NASHVILLE, TN) is newly SEC-registered with $120.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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