Lexington Financial/Life Management, LLC
● SEC registered since 2024CRD 127618SEC# 801-130899Nashville, TN
Ranks #5,683 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$106.8M
Fund GAV
$9.5M
Private funds
2
Employees
6
Accounts
157
Location
Nashville, TN
Lexington Financial/Life Management, LLC assets under management
Lexington Financial/Life Management, LLC operates as an SEC-registered investment adviser based in Nashville, TN. The firm has been registered since 2024. It reports $106.8 million in regulatory assets under management and employs 6 people. Lexington Financial/Life Management, LLC manages 2 private funds with combined gross assets of $9.5 million, including Nashbama, LLC. By regulatory assets, it ranks 5,683 of 6,004 private fund managers.
Lexington Financial/Life Management, LLC private funds
2 funds · $9.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Nashbama, LLC | Other Private | $5.5M | — |
| Caj Acquisitions, LLC | Other Private | $4M | — |
Lexington Financial/Life Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dale Edward Veitch Control | Ceo/ Chief Compliance Officer | Under 5% | 2003 |
| Lexlife Group, LLC Control | Managing Member | Over 75% | 2016 |
| Absolute Trust Control | Member | Over 75% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Lexington Financial/Life Management, LLC manage?
Lexington Financial/Life Management, LLC reports $106.8 million in regulatory assets under management on its Form ADV.
How many private funds does Lexington Financial/Life Management, LLC manage?
Lexington Financial/Life Management, LLC manages 2 private funds with combined gross assets of $9.5 million.
How many employees does Lexington Financial/Life Management, LLC have?
Lexington Financial/Life Management, LLC reports 6 employees.
Where is Lexington Financial/Life Management, LLC located?
Lexington Financial/Life Management, LLC is based in Nashville, TN and has been SEC-registered since 2024.
Does Lexington Financial/Life Management, LLC disclose fund performance?
Lexington Financial/Life Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 West End Ave., Suite 200, Nashville, TN 37203 |
| 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 |
Regulatory AUM
$106.8M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$106.8Mregulatory AUM
Discretionary $80.5MNon-discretionary $26.3M
Service providers
Custodian