Lexington Investment Counsel, LLC is an adviser based in Daytona Beach. It manages $20.05 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Lexington Investment Counsel provides portfolio management for individuals and small businesses, selection of other advisers, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lexington Investment Counsel, LLC is $20.05 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lexington Investment Counsel, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ryan Sharp Bird has been acting as President since 1 Oct 2007. David Neil Jones joined the executive team most recently as the Managing Member/Chief Compliance Officer.
The principal office where Lexington Investment Counsel, LLC performs its advisory services is located at 1651 N. Clyde Morris Blvd., Daytona Beach, FL 32117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 386-274-2533 or by fax 866-698-5945. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.investlic.com.