# Lexaurum Advisors

> 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.

- CRD: 283653
- Filed as: LEXAURUM ADVISORS
- 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)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283653
- AdvisorCensus page: https://advisorcensus.com/firm/lexaurum-advisors-overland-park-ks-283653

## Quick answers

**How is Lexaurum Advisors compensated?**
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.

**Where is Lexaurum Advisors located?**
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).

**Is Lexaurum Advisors registered with the SEC or a state?**
Lexaurum Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283653.

**How much does Lexaurum Advisors manage?**
Lexaurum Advisors reports $1,267,158,128 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (89% discretionary).

**How have Lexaurum Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Lexaurum Advisors serve?**
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).

**Which custodians does Lexaurum Advisors use?**
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.

**Does Lexaurum Advisors report any disciplinary disclosures?**
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

**Does Lexaurum Advisors state an account minimum?**
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."

**What changed in Lexaurum Advisors' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in NM.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,267,158,128
- Discretionary: $1,128,006,805
- Non-discretionary: $139,151,323

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,858 | $462,891,322 |
| High net worth individuals | 331 | $782,130,557 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $25,079 |
| Charitable organizations | 9 | $11,176,762 |
| Corporations or other businesses not listed above | 31 | $10,934,408 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 50 total, 31 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Ankeny, IA
- Athens, OH
- Canton, OH
- Fairfield, TX
- Johnston, IA
- Lee'S Summit, MO
- Lenexa, KS
- Littleton, CO
- Mansfield, OH
- Medina, OH
- Oklahoma City, OK
- Owings Mills, MD
- Sykesville, MD

### Websites listed on Form ADV (Item 1.I)
- crg1.com
- ewealthgroup.com
- gamedaywealth.net
- geminifa.com
- grantmarshallretirement.com
- jrhassen.com
- kirkwoodgrp.com
- kowitzfinancialgroup.com
- kranstuberwealth.com
- lazorinsurance.com
- lex-aurum.com
- mcarpenterandassociates.com
- moneymatterstax.com
- pascolowealth.com
- persingerplanning.com
- spiceradvisors.com
- stapffinancial.com
- tdcwealthmgmt.com
- wealthcharterretirement.com
- wileyfinancial.com
- Facebook @CapitalResourceGroupInc
- Facebook @JRHassenWealthManagement
- Facebook @MONEYMATTERSTAX
- Facebook @WEALTHCHARTER
- Facebook facebook.com
- Facebook @stapfcpa
- LinkedIn @CARPENTER-ASSOCIATES-FINANCIAL
- LinkedIn @capital-resource-group
- LinkedIn @gemini-financial-advisors
- LinkedIn @grant-marshall-retirement-wealth-planning
- LinkedIn @jr-hassen-wealth-management
- LinkedIn @lexaurumadvisors
- LinkedIn @money-matters-tax-financial-services
- LinkedIn @stapf-financial
- LinkedIn @the-donnelly-company-llc
- LinkedIn @the-kirkwood-group1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $549,057,008 | 39 | June 1, 2021 |
| October 2022 | $675,873,718 | 35 | September 16, 2022 |
| October 2023 | $604,128,786 | 42 | September 18, 2023 |
| October 2024 | $784,247,517 | 42 | September 9, 2024 |
| October 2025 | $1,006,435,215 | 45 | July 30, 2025 |
| October 2026 | $1,267,158,128 | 50 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in NM.

### 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.

### February 2026
- Registered or notice-filed in AL, IN, KY, MA, NJ, NY, TN.

### January 2026
- No longer registered or notice-filed in NY.

### December 2025
- Registered or notice-filed in UT.

### November 2025
- Added the business name Gameday Wealth Management.
- Added the business name Kranstuber Wealth Management.
- Added an office in Mansfield, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lexaurum Advisors (CRD 283653): Form ADV filing data as of October 2026.