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LEXAURUM ADVISORS

OVERLAND PARK, KS · CRD 283653 · IAPD ↗ · 913-261-9316

$1.27BRegulatory AUM
31Advisory reps
50Employees
52Clients
26-50Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — LEXAURUM ADVISORS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — LEXAURUM ADVISORS reported RAUM up 26% ($1.01B -> $1.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2026 — LEXAURUM ADVISORS notice-filed in AL, IN, KY, MA, NJ, NY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2025 — LEXAURUM ADVISORS changed its website from kowitzfinancialgroup.com to crg1.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
December 2025 — LEXAURUM ADVISORS notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — LEXAURUM ADVISORS added office(s): 20 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2025 — LEXAURUM ADVISORS added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2025 — LEXAURUM ADVISORS crossed $1B in regulatory AUM ($784.2M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
November 2024 — LEXAURUM ADVISORS changed its website from tdcwealthmgmt.com to kowitzfinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
November 2024 — LEXAURUM ADVISORS notice-filed in AK, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — LEXAURUM ADVISORS added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
October 2024 — LEXAURUM ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — LEXAURUM ADVISORS notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — LEXAURUM ADVISORS reported RAUM up 30% ($604.1M -> $784.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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