| Name | Title | Ownership | Since |
|---|---|---|---|
| Dale Edward Veitch Control | Ceo/ Chief Compliance Officer | Under 5% | 2003 |
| Lexington Financial Life Management, LLC Control | Managing Member | Over 75% | 2016 |
| Dale Edward Veitch Control | Managing Member | 50-75% | 2018 |
Lexington Investment Consulting, LLC reports $102.8 million in regulatory assets under management on its Form ADV.
Lexington Investment Consulting, LLC reports 6 employees.
Lexington Investment Consulting, LLC is based in Nashville, TN and has been SEC-registered since 2024.
Lexington Investment Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 424 Church Street, Suite 1550, Nashville, TN 37219 |
| Phone | 615-492-1011 |
| Fax | 866-698-5945 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $80.3M |
| Non-discretionary | $22.4M |
| Total (RAUM) | $102.8M |