# LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC of NASHVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 127618
- Type: SEC-registered investment adviser
- SEC file number: 801-130899
- Location: 1600 WEST END AVE., SUITE 200, NASHVILLE, TN, 37203
- Phone: 615-492-1011
- Latest filing: 2026-04-29
- Regulatory AUM: $106.8M
- Discretionary AUM: $80.5M
- Non-discretionary AUM: $26.3M
- Clients: 6
- Accounts: 157

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Dale Edward Veitch | CEO/ CHIEF COMPLIANCE OFFICER; CO-TRUSTEE; MANAGING MEMBER | — |
| Jeanette Teal Veitch | CO-TRUSTEE | — |
| BIRD SCOTT SHARP | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VEITCH DALE EDWARD | CEO/ CHIEF COMPLIANCE OFFICER; CO-TRUSTEE; MANAGING MEMBER | — |
| JONES DAVID NEIL | MANAGER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| VEITCH JEANETTE TEAL | CO-TRUSTEE; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127618/similar
- Related entities: https://search.stillhousedata.com/firm/127618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.