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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

CRD 127618

NASHVILLE, TN

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Search this name across graphsid dfx:ria:ef82d0db-570e-0148-ce3e-4efa844e38ce

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 1
Observed: Mar 30, 2012 to Apr 29, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Lexington Financial/life Management, LLC

Capital provider to sponsors · shared crd

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=0.02 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $80.5M
Private client RAUM: $105MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $53.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 157
Individual clients: 19
High net worth clients: 22
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $1.8M
Relying advisers: 2
SEC number: 801-130899
CRD: 127618
Filings on the tape: 11
First filed: Mar 30, 2012
Latest filed: Apr 29, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRISTOPHER D. MILLER	Personal Financial Specialist	NASHVILLE, TN	7	13	n/a	no
DALE EDWARD VEITCH	n/a	NASHVILLE, TN	7	20	n/a	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
LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC	MANAGING MEMBER	E	yes	07/2016	Jul 11, 2024	Jul 22, 2024
PURE ACQUISITIONS II, LLC	MANAGING MEMBER	E	yes	01/2016	Mar 30, 2012	Jul 22, 2024
VEITCH, DALE, EDWARD	MANAGING MEMBER	D	yes	03/2018	Jul 11, 2024	Jul 22, 2024
VEITCH, DALE, EDWARD	CEO/ CHIEF COMPLIANCE OFFICER	Na	yes	06/2003	Jul 11, 2024	Jul 22, 2024
VEITCH, DALE, EDWARD	CO-TRUSTEE	F	yes	03/2018	Jul 11, 2024	Jul 22, 2024
VEITCH, JEANETTE, TEAL	CO-TRUSTEE	F	yes	03/2018	Mar 30, 2012	Jul 22, 2024
FOREVER TRUST	Member	E	no	03/2018	Jul 11, 2024	Jul 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KRISTOPHER MILLER	n/a	n/a	n/a	Y	yes	n/a
PENDLETON SQUARE TRUST COMPANY	n/a	n/a	n/a	N	no	n/a

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 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$107M	$80.5M	6	2	0	2	n/a
2024	Mar 27, 2025	$103M	$80.3M	6	2	0	n/a	n/a
2011	Apr 2, 2012	$20.1M	$16.8M	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	0

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	$107M	$103M	3.9%	n/a	n/a	6	6	0	0

Relationships

Registered with (7)

← DALE EDWARD VEITCHAdvisorregistration: current employment
Oct 31, 2018 to presentfactForm ADV
← KRISTOPHER D. MILLERAdvisorregistration: current employment
Oct 26, 2018 to presentfactForm ADV
← John David SantiAdvisorregistration: previous registration
Jul 9, 2013 to Mar 17, 2015factForm ADV
← Rebecca Y LinAdvisorregistration: previous registration
Jul 1, 2013 to Oct 8, 2014factForm ADV
← RYAN SHARP BIRDAdvisorregistration: previous registration
Sep 20, 2007 to Jul 25, 2011factForm ADV
← PARVIN NMN MANUCHEHRIAdvisorregistration: previous registration
Aug 18, 2010 to Jan 4, 2011factForm ADV
← JOHN HO SEOAdvisorregistration: previous registration
Aug 18, 2010 to Jan 4, 2011factForm ADV

Controls (4)

← VEITCH, DALE, EDWARDOwnerCO-TRUSTEE, ownership code F, individual
Jul 11, 2024 to Jul 22, 2024factForm ADV
← VEITCH, JEANETTE, TEALOwnerCO-TRUSTEE, ownership code F, individual
Mar 30, 2012 to Jul 22, 2024factForm ADV
← LEXINGTON FINANCIAL LIFE MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 11, 2024 to Jul 22, 2024factForm ADV
← PURE ACQUISITIONS II, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2012 to Jul 22, 2024factForm ADV

Owns (1)

← FOREVER TRUSTOwnerMEMBER, ownership code E, domestic entity
Jul 11, 2024 to Jul 22, 2024factForm ADV

Dated events

Occurred
Jul 11, 2024
First Form ADV filing
Lexington Investment Consulting, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2024
Control person left
Neil David Jones (Managing Member/Chief Compliance Officer) no longer on Schedule A of Lexington Financial/Life Management, Llc (listed 2012-10-17, absent 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2024
Control person joined
Edward Dale Veitch (Co-Trustee) appeared on Schedule A of Lexington Financial/Life Management, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef82d0db-570e-0148-ce3e-4efa844e38ce
First observed: Mar 30, 2012
Last observed: Apr 29, 2026 4 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.

LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

CRD 127618

NASHVILLE, TN

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:ef82d0db-570e-0148-ce3e-4efa844e38ce

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTOPHER D. MILLER

Personal Financial Specialist

NASHVILLE, TN

n/a

DALE EDWARD VEITCH

n/a

NASHVILLE, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC

MANAGING MEMBER

yes

07/2016

Jul 11, 2024

Jul 22, 2024

PURE ACQUISITIONS II, LLC

MANAGING MEMBER

yes

01/2016

Mar 30, 2012

Jul 22, 2024

VEITCH, DALE, EDWARD

MANAGING MEMBER

yes

03/2018

Jul 11, 2024

Jul 22, 2024

VEITCH, DALE, EDWARD

CEO/ CHIEF COMPLIANCE OFFICER

yes

06/2003

Jul 11, 2024

Jul 22, 2024

VEITCH, DALE, EDWARD

CO-TRUSTEE

yes

03/2018

Jul 11, 2024

Jul 22, 2024

VEITCH, JEANETTE, TEAL

CO-TRUSTEE

yes

03/2018

Mar 30, 2012

Jul 22, 2024

FOREVER TRUST

Member

03/2018

Jul 11, 2024

Jul 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KRISTOPHER MILLER

n/a

yes

n/a

PENDLETON SQUARE TRUST COMPANY

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$107M

$80.5M

n/a

2024

Mar 27, 2025

$103M

$80.3M

n/a

2011

Apr 2, 2012

$20.1M

$16.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

$103M

3.9%

n/a