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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LEXAURUM ADVISORS

LEXAURUM ADVISORS, LLC, CRD 283653

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9181590b-528e-3206-e1a6-e09c6752f4a2

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 13
On other graphs: 0
Observed: Apr 19, 2016 to Jul 1, 2026
88 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 35
RAUM per advisor: $36.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 50
Advisory employees: 31
Offices: 23Schedule D 1.F, beyond the principal office
Accounts: 5,599
Individual clients: 1,858
High net worth clients: 331
Custody, client assets: $407M
SEC number: 801-107738
CIK: 1729677
CRD: 283653
Filings on the tape: 88
First filed: Apr 19, 2016
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 34

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER WELLINGTON HUGHES	Chartered Financial Analyst	OVERLAND PARK, KS	10	26	2	no
MICHAEL JOE CARPENTER	Certified Financial Planner	Athens, OH \| OVERLAND PARK, KS	10	25	2	yes
ROBERT ALAN WILEY	Certified Financial Planner	OVERLAND PARK, KS \| Johnston, IA	10	28	3	no
Timothy John Hawkins	Certified Financial Planner	OVERLAND PARK, KS \| Ankeny, IA	10	26	2	yes
VIRGINIA BOWLING SHIELDS	n/a	OVERLAND PARK, KS	9	19	1	no
EDNA KOWITZ	Chartered Financial Consultant	OVERLAND PARK, KS \| Owings Mills, MD	9	25	4	no
ROCHELLE ANDREA TOCCHINI	n/a	Overland Park, KS \| OVERLAND PARK, KS	8	13	2	no
BRANDON DAVID JOHNSON	n/a	Guthrie, OK \| OVERLAND PARK, KS	8	21	3	no
JOHN ANTHONY LEIS	n/a	Leawood, KS \| OVERLAND PARK, KS	8	33	1	no
KENNETH EDWARD DONNELLY	n/a	OVERLAND PARK, KS \| LEE'S SUMMIT, MO	7	31	2	no
JOSEPH RICHARD HASSEN	n/a	OVERLAND PARK, KS \| Canton, OH	6	13	2	no
RICHARD FREDERICK SCHAUFERT	n/a	OVERLAND PARK, KS \| Fairfield, TX	6	42	3	no
LINDA LOUISE STAPF	n/a	Sykesville, MD \| OVERLAND PARK, KS	6	30	2	no
Gary Martin Chidsey	n/a	OVERLAND PARK, KS \| Medina, OH	6	15	2	yes
MICHAEL ALLEN DESANTIS	Chartered Financial Analyst	OVERLAND PARK, KS	6	18	1	no
Kyle Michael Harsha	n/a	Smithville, MO \| OVERLAND PARK, KS	6	11	2	no
MATTHEW JAMES TOOLEY	Chartered Financial Consultant	OVERLAND PARK, KS \| CHESTERFIELD, MO	6	18	1	no
KRIS ALAN PERSINGER	Certified Financial Planner	OVERLAND PARK, KS \| WASHINGTON, DC	5	35	3	yes
Thomas William Doellman	n/a	OVERLAND PARK, KS \| Chesterfield, MO	5	14	n/a	no
JAMES W BOLDT	Chartered Financial Consultant	OVERLAND PARK, KS \| LENEXA, KS	4	17	n/a	no
KAREN KAY BENEFIEL	n/a	OMAHA, NE \| OVERLAND PARK, KS	3	28	2	no
DON SPICER	Certified Financial Planner\|Chartered Financial Analyst	OKLAHOMA CITY, OK \| OVERLAND PARK, KS	3	41	3	no
Bryce Lawten Grahn	n/a	OVERLAND PARK, KS	2	13	n/a	no
Todd Andrew Koenig	n/a	Austin, TX \| OVERLAND PARK, KS	2	14	n/a	no
IAN ROBERT YARBERRY	n/a	Littleton, CO \| OVERLAND PARK, KS	1	14	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUGHES, PETER, WELLINGTON	Ceo	E	yes	04/2016	Jul 1, 2026	Jul 1, 2026
STANFIELD, JON, MICHAEL	CHIEF COMPLIANCE OFFICER	A	yes	09/2018	Jul 1, 2026	Jul 1, 2026
HAWKINS, TIMOTHY, JOHN	Member	A	no	01/2017	Jul 1, 2026	Jul 1, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Littleton	Co	United States	2	no
Ankeny	Ia	United States	2	yes
Athens	Oh	United States	2	yes
Johnston	Ia	United States	1	no
Lenexa	Ks	United States	1	no
OWNINGS MILL	Md	United States	1	no
Sykesville	Md	United States	1	no
LEE'S SUMMIT	Mo	United States	1	no
Canton	Oh	United States	1	no
Medina	Oh	United States	1	yes
OKLAHOMA CITY	Ok	United States	1	no
Fairfield	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$1.3B	$1.1B	50	31	23	n/a	n/a
2024	Mar 26, 2025	$1.0B	$903M	45	30	20	n/a	n/a
2023	Feb 5, 2024	$784M	$684M	42	31	19	n/a	n/a
2022	Feb 14, 2023	$604M	$512M	42	27	20	n/a	n/a
2021	Mar 17, 2022	$676M	$579M	35	26	19	n/a	n/a
2020	Mar 9, 2021	$549M	$467M	39	27	20	n/a	n/a
2019	Mar 27, 2020	$421M	$348M	30	24	19	n/a	n/a
2018	Mar 26, 2019	$315M	$255M	20	19	13	n/a	n/a
2017	Feb 13, 2018	$298M	$247M	20	10	8	n/a	n/a
2016	Jan 6, 2017	$170M	$131M	16	6	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	2.9%	0	0	0	7	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.0B	25.9%	$604M	28.0%	50	45	23	20

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OSAIC WEALTH, INC.	2	Sep 25, 2024	Sep 23, 2024	LITTLETON, CO	Team lift out	Ibd to RIA	0.0%
SUMMIT FINANCIAL GROUP INC	2	Apr 20, 2021	Jan 1, 2025	WASHINGTON, DC	Team lift out	Ibd to RIA	0.8%

Relationships

Registered with (45)

← Travis DavidsonAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Drew RankinAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Erik SternAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV
← MICHAEL JAY MURKINSAdvisorregistration: current employment
Jan 28, 2026 to presentfactForm ADV
← Kelly C KranstuberAdvisorregistration: current employment
Oct 15, 2025 to presentfactForm ADV
← Stephen Richard ArmstrongAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← JOSHUA D PALETTAAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← ANDREW FIRMAN CLARKAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← IAN ROBERT YARBERRYAdvisorregistration: current employment
Sep 23, 2024 to presentfactForm ADV
← GEORGE PETER FIELDSAdvisorregistration: current employment
Sep 23, 2024 to presentfactForm ADV
← Todd Andrew KoenigAdvisorregistration: current employment
Jan 5, 2024 to presentfactForm ADV
← Bryce Lawten GrahnAdvisorregistration: current employment
Oct 27, 2023 to presentfactForm ADV
← DON SPICERAdvisorregistration: current employment
Sep 15, 2023 to presentfactForm ADV
← KAREN KAY BENEFIELAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← JAMES W BOLDTAdvisorregistration: current employment
Feb 8, 2022 to presentfactForm ADV
← Thomas William DoellmanAdvisorregistration: current employment
May 5, 2021 to presentfactForm ADV
← KRIS ALAN PERSINGERAdvisorregistration: current employment
Apr 19, 2021 to presentfactForm ADV
← MATTHEW JAMES TOOLEYAdvisorregistration: current employment
Sep 9, 2020 to presentfactForm ADV
← Kyle Michael HarshaAdvisorregistration: current employment
Jun 5, 2020 to presentfactForm ADV
← MICHAEL ALLEN DESANTISAdvisorregistration: current employment
Apr 15, 2020 to presentfactForm ADV
← Gary Martin ChidseyAdvisorregistration: current employment
Jan 2, 2020 to presentfactForm ADV
← LINDA LOUISE STAPFAdvisorregistration: current employment
Dec 12, 2019 to presentfactForm ADV
← RICHARD FREDERICK SCHAUFERTAdvisorregistration: current employment
Dec 5, 2019 to presentfactForm ADV
← JOSEPH RICHARD HASSENAdvisorregistration: current employment
Oct 3, 2019 to presentfactForm ADV
← KENNETH EDWARD DONNELLYAdvisorregistration: current employment
Sep 16, 2019 to presentfactForm ADV
← JON MICHAEL STANFIELDAdvisorregistration: current employment
Jul 19, 2018 to presentfactForm ADV
← JOHN ANTHONY LEISAdvisorregistration: current employment
Jun 4, 2018 to presentfactForm ADV
← BRANDON DAVID JOHNSONAdvisorregistration: current employment
Jun 2, 2018 to presentfactForm ADV
← ROCHELLE ANDREA TOCCHINIAdvisorregistration: current employment
May 2, 2018 to presentfactForm ADV
← EDNA KOWITZAdvisorregistration: current employment
Jul 3, 2017 to presentfactForm ADV
and 15 more

Moved with (3)

← WHITAKER-MYERS WEALTH MANAGERS, LTD.Registered adviser2 advisors, team lift out
Oct 6, 2025 to Oct 15, 2025factForm ADV
← SUMMIT FINANCIAL GROUP INCRegistered adviser2 advisors, team lift out
Apr 20, 2021 to Jan 1, 2025factForm ADV
← OSAIC WEALTH, INC.Registered adviser2 advisors, team lift out, same day
Sep 25, 2024 to Sep 23, 2024factForm ADV

Owns (1)

← HAWKINS, TIMOTHY, JOHNOwnerMEMBER, ownership code A, individual
Jan 6, 2017 to Nov 11, 2024factForm ADV

Controls (2)

← HUGHES, PETER, WELLINGTONOwnerCEO, ownership code E, individual
Apr 19, 2016 to Nov 11, 2024factForm ADV
← STANFIELD, JON, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Sep 7, 2018 to Nov 11, 2024factForm ADV

Dated events

Occurred
Feb 26, 2026
Regulatory AUM changed
Lexaurum Advisors reported RAUM $1.3B, up 26% from $1.0B (2026-01-05 to 2026-02-26)
Form ADVobserved 6 days ago
$261M
Occurred
Nov 11, 2025
Advisor changed firm
Bryce William Littler left Lexaurum Advisors for Van Diest Capital (registered 2025-11-18)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2025
Regulatory AUM changed
Lexaurum Advisors reported RAUM $1.0B, up 28% from $784.2M (2024-11-11 to 2025-02-18)
Form ADVobserved 6 days ago
$222M
Occurred
Nov 26, 2024
Advisor changed firm
Matthew J Herink left Lexaurum Advisors for Security Capital Management (registered 2024-12-03)
Form ADVobserved 6 days ago
Occurred
Sep 25, 2024
Team lift-out
2 advisors left Osaic Wealth, Inc. (Littleton, CO) for Lexaurum Advisors on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Feb 8, 2024
Advisor changed firm
Victoria Anne Davis left Lexaurum Advisors for Benjamin F. Edwards & Company, Incorporated (registered 2024-04-19)
Form ADVobserved 6 days ago
Occurred
Feb 5, 2024
Regulatory AUM changed
Lexaurum Advisors reported RAUM $784.2M, up 30% from $604.1M (2023-09-18 to 2024-02-05)
Form ADVobserved 6 days ago
$180M
Occurred
Jan 3, 2024
Advisor changed firm
Ronald Bernard Adrian left Lexaurum Advisors for Raymond James Financial Services Advisors, Inc (registered 2024-01-02)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2024
Advisor changed firm
Nixon D James left Lexaurum Advisors for Shepherd Advisor (registered 2025-08-26)
Form ADVobserved 6 days ago
Occurred
Aug 7, 2023
Advisor changed firm
Lewis Wade Partridge left Lexaurum Advisors for Mariner (registered 2026-01-05)
Form ADVobserved 6 days ago
Occurred
Mar 9, 2021
Regulatory AUM changed
Lexaurum Advisors reported RAUM $549.1M, up 30% from $420.7M (2020-12-15 to 2021-03-09)
Form ADVobserved 6 days ago
$128M
Occurred
Mar 27, 2020
Regulatory AUM changed
Lexaurum Advisors reported RAUM $420.7M, up 33% from $315.5M (2020-03-10 to 2020-03-27)
Form ADVobserved 6 days ago
$105M
Occurred
Apr 19, 2016
First Form ADV filing
Veritas Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9181590b-528e-3206-e1a6-e09c6752f4a2
First observed: Apr 19, 2016
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEXAURUM ADVISORS

LEXAURUM ADVISORS, LLC, CRD 283653

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9181590b-528e-3206-e1a6-e09c6752f4a2

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER WELLINGTON HUGHES

Chartered Financial Analyst

OVERLAND PARK, KS

MICHAEL JOE CARPENTER

Certified Financial Planner

Athens, OH | OVERLAND PARK, KS

yes

ROBERT ALAN WILEY

Certified Financial Planner

OVERLAND PARK, KS | Johnston, IA

Timothy John Hawkins

Certified Financial Planner

OVERLAND PARK, KS | Ankeny, IA

yes

VIRGINIA BOWLING SHIELDS

n/a

OVERLAND PARK, KS

EDNA KOWITZ

Chartered Financial Consultant

OVERLAND PARK, KS | Owings Mills, MD

ROCHELLE ANDREA TOCCHINI

n/a

Overland Park, KS | OVERLAND PARK, KS

BRANDON DAVID JOHNSON

n/a

Guthrie, OK | OVERLAND PARK, KS

JOHN ANTHONY LEIS

n/a

Leawood, KS | OVERLAND PARK, KS

KENNETH EDWARD DONNELLY

n/a

OVERLAND PARK, KS | LEE'S SUMMIT, MO

JOSEPH RICHARD HASSEN

n/a

OVERLAND PARK, KS | Canton, OH

RICHARD FREDERICK SCHAUFERT

n/a

OVERLAND PARK, KS | Fairfield, TX

LINDA LOUISE STAPF

n/a

Sykesville, MD | OVERLAND PARK, KS

Gary Martin Chidsey

n/a

OVERLAND PARK, KS | Medina, OH

yes

MICHAEL ALLEN DESANTIS

Chartered Financial Analyst

OVERLAND PARK, KS

Kyle Michael Harsha

n/a

Smithville, MO | OVERLAND PARK, KS

MATTHEW JAMES TOOLEY

Chartered Financial Consultant

OVERLAND PARK, KS | CHESTERFIELD, MO

KRIS ALAN PERSINGER

Certified Financial Planner

OVERLAND PARK, KS | WASHINGTON, DC

yes

Thomas William Doellman

n/a

OVERLAND PARK, KS | Chesterfield, MO

n/a

JAMES W BOLDT

Chartered Financial Consultant

OVERLAND PARK, KS | LENEXA, KS

n/a

KAREN KAY BENEFIEL

n/a

OMAHA, NE | OVERLAND PARK, KS

DON SPICER

Certified Financial Planner|Chartered Financial Analyst

OKLAHOMA CITY, OK | OVERLAND PARK, KS

Bryce Lawten Grahn

n/a

OVERLAND PARK, KS

n/a

Todd Andrew Koenig

n/a

Austin, TX | OVERLAND PARK, KS

n/a

IAN ROBERT YARBERRY

n/a

Littleton, CO | OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUGHES, PETER, WELLINGTON

Ceo

yes

04/2016

Jul 1, 2026

STANFIELD, JON, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

09/2018

Jul 1, 2026

HAWKINS, TIMOTHY, JOHN

Member

01/2017

Jul 1, 2026

City

State

Country

Employees

Also broker-dealer

Littleton

United States

Ankeny

United States

yes

Athens

United States

yes

Johnston

United States

Lenexa

United States

OWNINGS MILL

United States

Sykesville

United States

LEE'S SUMMIT

United States

Canton

United States

Medina

United States

yes

OKLAHOMA CITY

United States

Fairfield

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$1.3B

$1.1B

n/a

2024

Mar 26, 2025

$1.0B

$903M

n/a

2023

Feb 5, 2024

$784M

$684M

n/a

2022

Feb 14, 2023

$604M

$512M

n/a

2021

Mar 17, 2022

$676M

$579M

n/a

2020

Mar 9, 2021

$549M

$467M

n/a

2019

Mar 27, 2020

$421M

$348M

n/a

2018

Mar 26, 2019

$315M

$255M

n/a

2017

Feb 13, 2018

$298M

$247M

n/a

2016

Jan 6, 2017

$170M

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

2.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.0B

25.9%

$604M

28.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OSAIC WEALTH, INC.

Sep 25, 2024

Sep 23, 2024

LITTLETON, CO

Team lift out

Ibd to RIA

0.0%

SUMMIT FINANCIAL GROUP INC

Apr 20, 2021

Jan 1, 2025

WASHINGTON, DC

Team lift out

Ibd to RIA

0.8%