Data / Investment advisers / Tennessee / Lexington Financial/Life Management, LLC
Lexington Financial/Life Management, LLC, Nashville, TN: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lexington Financial/Life Management, LLC is an SEC registered investment adviser with its main office in Nashville, Tennessee and reports $107 million in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees. It advises 2 private funds.
The request: Watch Lexington Financial/Life Management, LLC (CRD number 127618): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 127618
- SEC file number
- 801-130899
- SEC status
- Approved, effective August 9, 2024
- Main office
- 1600 West End Ave. Suite 200, Nashville, TN 37203
- Phone
- (615) 492-1011
- Regulatory AUM
- $106,774,568 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $80,450,665
- Non discretionary AUM
- $26,323,903
- Accounts
- 157
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $9,500,000
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 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 | 22 | $100.2 million |
| Individuals (other than high net worth individuals) | 19 | $4.7 million |
| Pension and profit sharing plans | 3 | $1.9 million |
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 |
|---|---|---|
| April 1, 2026 | $106.8 million | March 31, 2026 |
| December 1, 2025 | $102.8 million | March 27, 2025 |
Other advisers in Nashville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Creative Investment Group | Nashville | $209 million | Not listed | adviserinfo.sec.gov |
| Jefferson Bridge Capital, LLC | Nashville | $146.2 million | Not listed | adviserinfo.sec.gov |
| Davis, Davis and Conover Wealth Management, LLC | Nashville | $144.9 million | Not listed | adviserinfo.sec.gov |
| Ironhorse Capital LLC | Nashville | $120.5 million | Not listed | adviserinfo.sec.gov |
| Trusco Investment Management, LLC | Nashville | $107 million | Not listed | adviserinfo.sec.gov |
| Chamberlain Lane Capital, LLC | Nashville | $100 million | Not listed | adviserinfo.sec.gov |
| Jumpstart Health | Nashville | Not listed | 17 | adviserinfo.sec.gov |
| McWhorter Ventures, LLC | Nashville | Not listed | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Nashville, TN
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Lexington Financial/Life Management, LLC on the SEC's adviser search
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.