LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC
SEC RegisteredFinancial Advisors Investing for the Long Term
About the firm
Lexington Avenue Capital Management is a wealth management and financial advisory firm that brings decades of institutional money management experience to individuals and families. The firm focuses on creating, growing, and preserving wealth through well-designed portfolios and long-term financial planning. As fiduciaries, they are legally required to act in the best interest of their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, retirement planning, portfolio strategy, and long-term investing.
Who they serve
Individuals and families seeking wealth management and financial planning, particularly those with unique financial situations who are not well served by average or robotic solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $20M |
| High Net Worth Individuals | 21 | $54M |
| Charitable Organizations | 6 | $11M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.80% |
| $2,000,001 - $5,000,000 | 0.60% |
| $5,000,001 - $10,000,000 | 0.50% |
| Above $10,000,000 | 0.35% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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