Lexington Research and Capital Group provides portfolio management for individuals and small businesses, financial planning, and retirement plan services.
Lexington Research and Capital Group reports 205 clients. They include 160 high-net-worth individuals and 45 individual clients. Of its assets, 100.0% ($355M across 205 accounts) are managed with discretion. It advised 205 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 2% |
| High-net-worth individuals | 78% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $8.11M | 2.3% | $180K |
| High-net-worth individuals | 160 | $346M | 97.7% | $2.17M |
| Total | 205 | $355M | 100% | $1.73M |
- Clients
- 45
- Regulatory AUM
- $8.11M
- AUM share
- 2.3%
- Avg. per client
- $180K
- Clients
- 160
- Regulatory AUM
- $346M
- AUM share
- 97.7%
- Avg. per client
- $2.17M
Total
- Clients
- 205
- Regulatory AUM
- $355M
- AUM share
- 100%
- Avg. per client
- $1.73M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 205
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Lexington Research and Capital Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Stewart Officer owns 75% or more of Lexington Research and Capital Group. The leadership team of Lexington Research and Capital Group includes Chief Compliance Officer Stewart Officer. It has 1 employee.
Leadership
- Stewart OfficerOwner and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Stewart T. Officer
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Lexington Research and Capital Group, LLC
Stewart Officer
Control person · since July 2015
Lexington Research and Capital Group’s regulatory assets grew from $326M (April 2021) to $355M (March 2026); clients were 205 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $355M | 205 | 1 | 1 |
| March 2025 | $322M | 189 | 1 | 1 |
| March 2024 | $294M | 160 | 1 | 1 |
| March 2023 | $271M | 131 | 1 | 1 |
| March 2022 | $330M | 199 | 1 | 1 |
| April 2021 | $326M | 199 | 1 | 1 |
Besides its headquarters, Lexington Research and Capital Group has 0 offices, with 1 listed address in Arkansas.
Arkansas · 1 listed address
- 211 N. Block Suite 105, FayettevilleHQ
Contact and registration details
- Legal name
- Lexington Research and Capital Group, LLC
- Headquarters
- 211 N. Block Suite 105, Fayetteville, AR 72703
- Website
- Not reported
- Phone
- 18593122497
- SEC file
- 801-57776
- Founded
- 1994
- Structure
- Arkansas LLC
- Fiscal year end
- December
Lexington Research and Capital Group does not have custody of client assets.
At year end, Lexington Research and Capital Group’s separately managed accounts were mostly in bonds (64%) and funds (29%).
What the accounts hold
- Stocks5%
- Funds29%
- Bonds64%
- Cash2%
How many clients does Lexington Research and Capital Group have?
Lexington Research and Capital Group has 205 clients and manages $355 million for them, as of March 2026. They include 160 high-net-worth individuals and 45 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Lexington Research and Capital Group offer?
Lexington Research and Capital Group provides portfolio management for individuals and small businesses, financial planning, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does Lexington Research and Capital Group have?
Lexington Research and Capital Group has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lexington Research and Capital Group invest in?
At the end of its last fiscal year, Lexington Research and Capital Group’s separately managed accounts held 64% investment grade corporate bonds, 29% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lexington Research and Capital Group?
Lexington Research and Capital Group’s direct owner is Stewart Officer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Lexington Research and Capital Group get paid?
Lexington Research and Capital Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Lexington Research and Capital Group registered with the SEC?
Yes, Lexington Research and Capital Group has been registered with the SEC as an investment adviser since 8 August 2000. Its CRD number is 108576 and its SEC file number is 801-57776.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Lexington Research and Capital Group?
Lexington Research and Capital Group’s main office is at 211 N. Block Suite 105, Fayetteville, AR 72703. Its phone number is 18593122497.