LexAurum Advisors

LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses and institutional clients, and it also serves other advisory firms as a sub‑adviser. The firm manages about $1.27 billion for roughly 2,189 clients and operates with a multi‑advisor team of 32 professionals offering both discretionary and non‑discretionary engagements.

The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory and uses fundamental, market‑trend, and economic‑cycle analysis; its standardized Golden Rule Program offers eight model allocations, typically implemented with low‑cost ETFs. LexAurum offers traditional custodial management and also provides discretionary rebalancing for assets held on third‑party platforms (for example, 401(k), 403(b), TSP and HSA accounts) through an integration with the Pontera platform.

Distinctive features disclosed in the brochure include the firm’s use of client testimonials and endorsements in its marketing, a practice that is uncommon among multi‑team peers, and a sub‑advisory program that makes GRP model portfolios and billing services available to other advisers. The firm also discloses a range of third‑party economic relationships — including a platform fee paid to Pontera, custodial support services, referral arrangements, and potential insurance and broker‑dealer compensation — and identifies these arrangements as potential conflicts of interest that it discloses to clients.