Lexaurum Advisors

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,267,158,128 as of October 2026, filing dated July 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services

Legal name

Lexaurum Advisors, LLC

Also doing business as

BLUE SKY FINANCIAL MANAGEMENT, CAPITAL RESOURCE GROUP, CARPENTER AND ASSOCIATES, ELEMENTAL RETIREMENT SOLUTIONS, ELEMENTAL WEALTH GROUP, GAMEDAY WEALTH MANAGEMENT, GEMINI FINANCIAL ADVISORS, GRANT MARSHALL RETIREMENT & WEALTH PLANNING, HARSHA ADVISORY GROUP, INTEGRATIVE RISK MANAGEMENT, JR HASSEN WEALTH MANAGEMENT, KOWITZ FINANCIAL GROUP, KRANSTUBER WEALTH MANAGEMENT, LAZOR INSURANCE & FINANCIAL SERVICES, MONEY MATTERS TAX & FINANCIAL SERVICES, NAVALIS WEALTH MANAGMENT, PASCOLO PRIVATE WEALTH MANAGEMENT, PERSINGER PLANNING, SPICER RETIREMENT ADVISORS, STAPF FINANCIAL SERVICES, THE DONNELLY COMPANY, THE KIRKWOOD GROUP, WEALTHCHARTER RETIREMENT PLANNING, WILEY FINANCIAL SERVICES

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (10 years)

Employees

Total: 50. Performing investment advisory functions: 31.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

13 other offices, as of the August 2026 filing

Ankeny, IAAthens, OHCanton, OHFairfield, TXJohnston, IALee'S Summit, MOLenexa, KSLittleton, COMansfield, OHMedina, OHOklahoma City, OKOwings Mills, MDSykesville, MD

States registered or notice-filed

37 states or jurisdictions

AKALAZCACODCDEFLGAIAILINKSKYLAMAMDMIMNMONCNENJNMNYOHOKORPASCSDTNTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $549,057,008 in the October 2021 data and $1,267,158,128 in the October 2026 data, up 131%.

Total employees: 39 in October 2021 and 50 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Registered or notice-filed in NM.
2. March 2026
   • Regulatory assets under management went from $1,006,435,215 to $1,267,158,128 (+26%).
   • Employees performing advisory functions went from 30 to 31.
   • Added the business name Elemental Retirement Solutions.
   • Added the business name Money Matters Tax & Financial Services.
   • Added the business name Pascolo Private Wealth Management.
   • No longer lists the business name Pascolo 271 Private Wealth Management.
   • No longer lists an office in Littleton, CO.
3. February 2026
   • Registered or notice-filed in AL, IN, KY, MA, NJ, NY, TN.
4. January 2026
   • No longer registered or notice-filed in NY.
5. December 2025
   • Registered or notice-filed in UT.
6. November 2025
   • Added the business name Gameday Wealth Management.
   • Added the business name Kranstuber Wealth Management.
   • Added an office in Mansfield, OH.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.