Lexington Financial/Life Management

Asset Manager SEC-registered adviser

Legal name: Lexington Financial/Life Management, LLC

Nashville, TN Website X

AUM

$106.8M
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$9.5M
Gross asset value

Employees

6

Last Form D raise

—

From SEC Form ADV filing (filed Apr 29, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

D
Dale Veitch
Co-Trustee, Forever Trust
Source: SEC Form ADV
J
Jeanette Veitch
Co-Trustee, Forever Trust
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Nashbama, LLCOther$5.5M———
Caj Acquisitions, LLCOther$4.0M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
127618
SEC file number
801-130899

Sources