Data / Investment advisers / Kansas / Lexaurum Advisors
Lexaurum Advisors, Overland Park, KS: $1.3 billion AUM, SEC registered investment adviser
Lexaurum Advisors is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $1.3 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 283653
- SEC file number
- 801-107738
- SEC status
- Approved, effective May 10, 2016
- Legal name
- Lexaurum Advisors, LLC
- Main office
- 16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
- Phone
- (913) 261-9316
- Regulatory AUM
- $1,267,158,128 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $1,128,006,805
- Non discretionary AUM
- $139,151,323
- Accounts
- 5,599
- Employees
- 50, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 23
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 331 | $782.1 million |
| Individuals (other than high net worth individuals) | 1,858 | $462.9 million |
| Charitable organizations | 9 | $11.2 million |
| Corporations or other businesses | 31 | $10.9 million |
| Pension and profit sharing plans | 1 | $25,079 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.27 billion | February 26, 2026 |
| December 1, 2025 | $1.01 billion | October 15, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Creativeone Securities, LLC | Overland Park | $2.54 billion | Not listed | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Sunesis Advisors, LLC | Overland Park | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | $1.47 billion | Not listed | adviserinfo.sec.gov |
| Keen Wealth Advisors | Overland Park | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Dean Capital Management | Overland Park | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Financial Partners Group, Inc. | Overland Park | $1.15 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lexaurum Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.