Lance McDonald
Lexington Capital · Marion, Iowa
Lance McDonald is a fee-only financial advisor at Lexington Capital in Marion, Iowa. Lexington Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lexington Capital |
|---|---|
| Based in | Marion, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.6M across 74 accounts |
| SEC registration | Investment adviser representative in IA, MN · CRD 6789177 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lance's firm compares
- Lexington Capital's average account is about $171,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Lance
Is Lance McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Lexington Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Lexington Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lance McDonald based?
Lance McDonald is based in Marion, Iowa.
Is Lance McDonald registered with the SEC?
Yes. Lance McDonald is registered as an investment adviser representative in IA and MN (CRD 6789177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lexington Capital manage?
Lexington Capital reports $12.6M across 74 accounts in assets under management.
How do I contact Lance McDonald?
Contact details aren't on file yet. Search for Lexington Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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