{
  "crd_number": 283653,
  "slug": "lexaurum-advisors-overland-park-ks-283653",
  "primary_business_name": "LEXAURUM ADVISORS",
  "legal_name": "LEXAURUM ADVISORS, LLC",
  "dbas": [
    "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"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-05-10",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 1267158128.0,
  "raum_discretionary": 1128006805.0,
  "raum_non_discretionary": 139151323.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 50,
  "advisory_employees": 31,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 11176762.0,
      "count": 9
    },
    "individuals": {
      "raum": 462891322.0,
      "count": 1858
    },
    "pension_profit_sharing": {
      "raum": 25079.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 782130557.0,
      "count": 331
    },
    "corporations_other_businesses": {
      "raum": 10934408.0,
      "count": 31
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AZ",
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://crg1.com",
    "https://ewealthgroup.com",
    "https://facebook.com/CapitalResourceGroupInc",
    "https://facebook.com/JRHassenWealthManagement",
    "https://facebook.com/MONEYMATTERSTAX",
    "https://facebook.com/MoneyMattersTax",
    "https://facebook.com/WEALTHCHARTER",
    "https://facebook.com/profile.php?id=100063494503366",
    "https://facebook.com/profile.php?id=61579834649125",
    "https://facebook.com/profile.php?id=61579899272469",
    "https://facebook.com/profile.php?id=61580067350566",
    "https://facebook.com/profile.php?id=61581713849599",
    "https://facebook.com/stapfcpa",
    "https://gamedaywealth.net",
    "https://geminifa.com",
    "https://grantmarshallretirement.com",
    "https://jrhassen.com",
    "https://kirkwoodgrp.com",
    "https://kowitzfinancialgroup.com",
    "https://kranstuberwealth.com",
    "https://lazorinsurance.com",
    "https://lex-aurum.com",
    "https://linkedin.com/COMPANY/CARPENTER-ASSOCIATES-FINANCIAL",
    "https://linkedin.com/company/capital-resource-group",
    "https://linkedin.com/company/gemini-financial-advisors?viewAsMember=true",
    "https://linkedin.com/company/grant-marshall-retirement-wealth-planning?viewAsMember=true",
    "https://linkedin.com/company/jr-hassen-wealth-management?viewAsMember=true",
    "https://linkedin.com/company/lexaurumadvisors?viewAsMember=true",
    "https://linkedin.com/company/money-matters-tax-financial-services?viewAsMember=true",
    "https://linkedin.com/company/stapf-financial?viewAsMember=true",
    "https://linkedin.com/company/the-donnelly-company-llc?viewAsMember=true",
    "https://linkedin.com/company/the-kirkwood-group1?viewAsMember=true",
    "https://mcarpenterandassociates.com",
    "https://moneymatterstax.com",
    "https://pascolowealth.com",
    "https://persingerplanning.com",
    "https://spiceradvisors.com",
    "https://stapffinancial.com",
    "https://tdcwealthmgmt.com",
    "https://wealthcharterretirement.com",
    "https://wileyfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283653",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/lexaurum-advisors-overland-park-ks-283653",
  "display_name": "Lexaurum Advisors",
  "summary": "Lexaurum Advisors is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Lexaurum Advisors (CRD 283653): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Lexaurum Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lexaurum Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Lexaurum Advisors located?",
      "a": "Lexaurum Advisors' principal office is in Overland Park, KS, according to its Form ADV; the August 2026 filing also lists 13 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Lexaurum Advisors registered with the SEC or a state?",
      "a": "Lexaurum Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283653."
    },
    {
      "q": "How much does Lexaurum Advisors manage?",
      "a": "Lexaurum Advisors reports $1,267,158,128 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (89% discretionary)."
    },
    {
      "q": "How have Lexaurum Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lexaurum Advisors: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lexaurum Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,858); high net worth individuals (331); corporations or other businesses not listed above (31)."
    },
    {
      "q": "Which custodians does Lexaurum Advisors use?",
      "a": "Lexaurum Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lexaurum Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283653"
    },
    {
      "q": "Does Lexaurum Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"For its services, LexAurum does not require a minimum dollar value of assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size.\""
    },
    {
      "q": "What changed in Lexaurum Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in NM."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 549057008.0,
      "total_employees": 39,
      "filing_date": "2021-06-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 675873718.0,
      "total_employees": 35,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 604128786.0,
      "total_employees": 42,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 784247517.0,
      "total_employees": 42,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1006435215.0,
      "total_employees": 45,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1267158128.0,
      "total_employees": 50,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in NM."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in AL, IN, KY, MA, NJ, NY, TN."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Gameday Wealth Management.",
        "Added the business name Kranstuber Wealth Management.",
        "Added an office in Mansfield, OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "For its services, LexAurum does not require a minimum dollar value of assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "For its services, LexAurum does not require a minimum dollar value of assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/lexaurum-advisors-overland-park-ks-283653.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1858,
      "fewer_than_5": false,
      "raum": 462891322.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 331,
      "fewer_than_5": false,
      "raum": 782130557.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 25079.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 11176762.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 31,
      "fewer_than_5": false,
      "raum": 10934408.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283653",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}