Lexaurum Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 283653
· SEC file 801-107738
· Overland Park, KS
· KRANSTUBERWEALTH.COM
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 2,230
- Avg AUM / client
- $568K
- Accounts
- 5,599
- Employees
- 50
AUM over time
$0
$1.3B
Dec 2015
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,858 | $463M | 36.5% |
| High net worth individuals | 331 | $782M | 61.7% |
| Pension and profit sharing plans | 1 | $25.1K | 0.0% |
| Charitable organizations | 9 | $11.2M | 0.88% |
| Corporations and other businesses | 31 | $10.9M | 0.86% |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Wellington Hughes | Ceo | CFA | Apr 2016 (10y) | 75% or more |
| Timothy John Hawkins | Member | CFP | Aug 2016 (10y) | 5% – 10% |
| Jon Michael Stanfield | Chief Compliance Officer | Jul 2018 (8y) | 5% – 10% | |
| Michael Joe Carpenter | Registered representative | CFP | Jun 2016 (10y) | |
| Robert Alan Wiley | Registered representative | CFP | Jul 2016 (10y) | |
| Virginia Bowling Shields | Registered representative | Oct 2016 (10y) | ||
| Edna Kowitz | Registered representative | Chartered Financial Consultant | Jul 2017 (9y) | |
| Rochelle Andrea Tocchini | Registered representative | May 2018 (8y) | ||
| Brandon David Johnson | Registered representative | Jun 2018 (8y) | ||
| John Anthony Leis | Registered representative | Jun 2018 (8y) | ||
| Kenneth Edward Donnelly | Registered representative | Sep 2019 (7y) | ||
| Joseph Richard Hassen | Registered representative | Oct 2019 (7y) | ||
| Richard Frederick Schaufert | Registered representative | Dec 2019 (7y) | ||
| Linda Louise Stapf | Registered representative | Dec 2019 (7y) | ||
| Gary Martin Chidsey | Registered representative | Jan 2020 (7y) | ||
| Michael Allen Desantis | Registered representative | CFA | Apr 2020 (6y) | |
| Kyle Michael Harsha | Registered representative | Jun 2020 (6y) | ||
| Matthew James Tooley | Registered representative | Chartered Financial Consultant | Sep 2020 (6y) | |
| Kris Alan Persinger | Registered representative | CFP | Apr 2021 (5y) | |
| Thomas William Doellman | Registered representative | May 2021 (5y) | ||
| James W Boldt | Registered representative | Chartered Financial Consultant | Feb 2022 (4y) | |
| Karen Kay Benefiel | Registered representative | May 2023 (3y) | ||
| Don Spicer | Registered representative | CFP CFA | Sep 2023 (3y) | |
| Bryce Lawten Grahn | Registered representative | Oct 2023 (3y) | ||
| Todd Andrew Koenig | Registered representative | Jan 2024 (3y) | ||
| George Peter Fields | Registered representative | Chartered Financial Consultant | Sep 2024 (2y) | |
| Ian Robert Yarberry | Registered representative | Sep 2024 (2y) | ||
| Andrew Firman Clark | Registered representative | Chartered Financial Consultant | Jan 2025 (2y) | |
| Joshua D Paletta | Registered representative | Sep 2025 (1y) | ||
| Stephen Richard Armstrong | Registered representative | Oct 2025 (1y) | ||
| Kelly C Kranstuber | Registered representative | Oct 2025 (1y) | ||
| Michael Jay Murkins | Registered representative | CFP | Jan 2026 (1y) | |
| Erik Stern | Registered representative | Apr 2026 (0y) | ||
| Drew Rankin | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • MONTHLY FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (88% of AUM) Jul 2026
- Sei Investments Distribution Co. $102M (8% of AUM) Jul 2026
- Folio Investments, Inc. $40.9M (14% of AUM) Dec 2017
- Jackson National Life Distributors Llc $3.2M (1% of AUM) Dec 2017
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗