Lexion Capital Management LLC

Lexion Capital Management LLC (CRD# 153273) is a financial advisory firm headquartered in New York, NY. They manage $70,941,026 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $479,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Lexion Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ellen R. Kaplan
CRD#: 3105797
41 Madison Ave, 31st Floor, New York, NY 10010
93
Wealthminder
score

Ellen Kaplan (CRD# 3105797) is an Investment Advisor Representative working at Lexion Capital Management LLC in New York, NY and has over 9 years of experience in the finance industry.

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