# Lexington FINANCIAL/LIFE Management, LLC

> Lexington FINANCIAL/LIFE Management, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 127618
- Filed as: LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
- Also doing business as: LEXINGTON FINANCIAL LIFE MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127618
- AdvisorCensus page: https://advisorcensus.com/firm/lexington-financial-life-management-llc-nashville-tn-127618

## Quick answers

**How is Lexington FINANCIAL/LIFE Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lexington FINANCIAL/LIFE Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Lexington FINANCIAL/LIFE Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lexington FINANCIAL/LIFE Management, LLC located?**
Lexington FINANCIAL/LIFE Management, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Lexington FINANCIAL/LIFE Management, LLC registered with the SEC or a state?**
Lexington FINANCIAL/LIFE Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 127618.

**How much does Lexington FINANCIAL/LIFE Management, LLC manage?**
Lexington FINANCIAL/LIFE Management, LLC reports $106,774,568 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (75% discretionary).

**How have Lexington FINANCIAL/LIFE Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Lexington FINANCIAL/LIFE Management, LLC: Regulatory assets under management: $120,363,990 in the October 2024 data and $106,774,568 in the October 2026 data, down 11%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lexington FINANCIAL/LIFE Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (19); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Lexington FINANCIAL/LIFE Management, LLC use?**
Lexington FINANCIAL/LIFE Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Management Corp as a custodian holding 10% or more of its separately managed account assets.

**Does Lexington FINANCIAL/LIFE Management, LLC 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/127618

**What changed in Lexington FINANCIAL/LIFE Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Changed its legal name from Lexington Investment Consulting, LLC to Lexington FINANCIAL/LIFE Management, LLC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)

> In most cases, the calculation for Investment Consulting Services will be based upon a percentage of the market value of the assets and will range between 0.20% and 2.00%. Fees may be negotiated.

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

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Management Corp

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: $106,774,568
- Discretionary: $80,450,665
- Non-discretionary: $26,323,903

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,688,905 |
| High net worth individuals | 22 | $100,165,368 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,920,295 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lex-life.com
- Facebook @LEXINGTONFINANCIALLIFEMANAGEMENT
- LinkedIn @LEXINGTON-FINANCIAL-LIFE-MANAGEMENT
- X @LEXINGTONTEAM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $120,363,990 | 6 | July 22, 2024 |
| October 2025 | $102,786,885 | 6 | March 27, 2025 |
| October 2026 | $106,774,568 | 6 | April 29, 2026 |

Regulatory assets under management: $120,363,990 in the October 2024 data and $106,774,568 in the October 2026 data, down 11%.
Total employees: 6 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Changed its legal name from Lexington Investment Consulting, LLC to Lexington FINANCIAL/LIFE Management, LLC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lexington FINANCIAL/LIFE Management, LLC (CRD 127618): Form ADV filing data as of October 2026.