OVERLAND PARK, KSCRD 283653Latest ADV March 18, 2026
Lexaurum Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 18, 2026, reports $1.3B in regulatory assets under management, 50 employees, 23 offices, and 5,599 accounts.
Assets Under Management
$1.3B
Employees
50
Offices
23 offices
Total Clients
2,230
Primary office
OVERLAND PARK, KS
16010 METCALF AVENUE, SUITE 101, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
1,858
2
HNWI
14.8%
331
3
Corporations
1.4%
31
4
Charitable
0.4%
9
Additional categories (<0.1%)
Pension Plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 18, 2026
Discretionary89.0%
$1.1B
89% of total RAUM89.0%
Non-discretionary11.0%
$139M
11% of total RAUM11.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts5,599
10Y AUM Change+$1.1B (+646.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee45:1
10Y Employee Change+34 (+212.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.