RIA Intel›Advisers›Kentucky›LEXINGTON FINANCIAL ADVISORS, LLC

LEXINGTON FINANCIAL ADVISORS, LLC

Advisory

LEXINGTON, KY

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$54K

across 266 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients217

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, OH, TN, VA, WV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

217 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

IPC ADVISORS, INC.

$14M

BLUE CASTLE WEALTH, LLC

$14M

LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

MUNFORDVILLE, KY

$15M

ROBERT M WALKER & ASSOCIATES, INC.

$14M

GREENWELL CAPITAL MANAGEMENT, LLC

$14M

VERMILLION PRIVATE WEALTH, LTD.CO.

$14M

Get the full picture on LEXINGTON FINANCIAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LEXINGTON FINANCIAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans