LEXINGTON INVESTMENT CONSULTING, LLC
CRD #127618 SEC #801-130899 NASHVILLE, TN 615-492-1011
SEC Registered
Total AUM
$102.8M
Discretionary
$80.3M
Employees
6
Clients
26
Accounts
248
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT | NA | Control |
| BIRD, RYAN, SHARP | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT | NA | Control |
| BIRD, RYAN, SHARP | I | PRESIDENT | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, NEIL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| VEITCH, DALE, EDWARD | I | CEO/ CHIEF COMPLIANCE OFFICER | NA | Control |
| VEITCH, DALE, EDWARD | I | CEO/ CHIEF COMPLIANCE OFFICER | NA | Control |
| VEITCH, DALE, EDWARD | I | CEO/ CHIEF COMPLIANCE OFFICER | NA | Control |
| LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | HOLDING COMPANY | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| LEXINGTON WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
| FAIR HAVENS FINANCIAL, LLC | DE | OWNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VEITCH, DALE, EDWARD | I | FOREVER TRUST | F | Control |
| VEITCH, DALE, EDWARD | I | FOREVER TRUST | F | Control |
| VEITCH, JEANETTE, TEAL | I | FOREVER TRUST | F | Control |
| VEITCH, JEANETTE, TEAL | I | FOREVER TRUST | F | Control |
| FOREVER TRUST | DE | PURE ACQUISITIONS II, LLC | E | |
| FOREVER TRUST | DE | PURE ACQUISITIONS II, LLC | E | |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| PURE AQUISITIONS II, LLC | DE | LEXINGTON WEALTH MANAGEMENT, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| VEITCH, JEANETTE, TEAL | I | PURE ACQUISITIONS II, LLC | E | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| JONES, DAVID, NEIL | I | FAIR HAVENS FINANCIAL, LLC | D | Control |
| VEITCH, DALE, EDWARD | I | PURE ACQUISITIONS II, LLC | D | Control |
| VEITCH, DALE, EDWARD | I | PURE ACQUISITIONS II, LLC | D | Control |
| PURE ACQUISITIONS II, LLC | DE | LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (4)
CA FL NC TN
Address
424 CHURCH STREETSUITE 1550
NASHVILLE, TN 37219
United States
Phone: 615-492-1011