Lexington Avenue Capital Management, LLC

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Client assets under management

$73,854,280

Clients

31% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,102,303

About

Lexington Avenue Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, trusts and estates, small businesses, retirement plan sponsors and participants, corporations, and non‑profit organizations. The firm also offers ERISA 3(21) fiduciary retirement plan consulting and individualized participant advice, in addition to general financial consulting services commonly offered by similar advisers.

The firm follows a long‑term, diversified investment philosophy that emphasizes market‑based allocations and frequently uses low‑fee passive mutual funds and ETFs across U.S., international and emerging markets, while accommodating individual bonds or existing securities as appropriate. Advisors tailor portfolios and recommendations to each client’s broader life circumstances—including Social Security, tax considerations, retirement timing, and family needs—and explicitly avoid market timing or frequent stock selection as a primary strategy.

Distinctive features include a small advisory team managing roughly $164 million in assets and operating without a stated account minimum, an explicit written process for managing the conflict of interest tied to retirement‑account rollovers (including an impartial conduct standard), and staff experience outside finance such as a professional role with the U.S. government and substantial volunteer commitments by firm leadership. The firm also discloses operational practices that differ from many peers—such as not aggregating trades for clients—and maintains written proxy‑voting and custody procedures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Wealth management Passive / index investing Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

Demographic focus

Sandwich Generation Approaching retirement

Fee options

Fixed

Annual flat fee of $1,000 to $20,000 for financial planning/consulting

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%

Project-based

Up to $500 per hour

Most active in

California · Georgia · New Hampshire · New Jersey · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 845-708-5306

Advisors at this firm

Charles L

Series 65

Redwood City, CA

Lexington Avenue Capital Management, LLC

Charles Lee is a financial advisor at Lexington Avenue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Lexington Avenue since 2020, following seven years as a self-employed advisor. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services to individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm employs a long-term, diversified investment approach using low-fee passive mutual funds and ETFs, while incorporating behavioral finance insights and tailored recommendations based on clients’ broader life circumstances.

General retirement planning Wealth management Passive / index investing Retirement withdrawal strategies Founder/Business Owner Sandwich Generation Approaching retirement

Larry L

CFP®, CFA®, Series 65

New City, NY

Lexington Avenue Capital Management, LLC

Larry Luxenberg is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Lexington Avenue Capital Management, LLC since 2001. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm emphasizes long-term, diversified portfolios using low-fee passive mutual funds and ETFs, incorporates behavioral-finance insights, and operates under a formal ERISA fiduciary framework for retirement-plan advice.

General retirement planning Wealth management Passive / index investing Retirement withdrawal strategies Founder/Business Owner Sandwich Generation Approaching retirement

Seth L

Series 65

New City, NY

Lexington Avenue Capital Management, LLC

Seth Luxenberg is a financial advisor at Lexington Avenue Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Kosmos Energy and Skibo Energy. Seth also serves in a non-investment role at the U.S. Embassy in Abidjan. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts, small businesses, retirement plans, corporations, and nonprofits. The firm focuses on long-term, diversified portfolios using low-fee passive funds and ETFs, applying behavioral finance insights and a formal ERISA fiduciary framework for retirement-plan advice.

General retirement planning Wealth management Passive / index investing Retirement withdrawal strategies Founder/Business Owner Sandwich Generation Approaching retirement

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