William H. Litton

LEXINGTON HILL PARTNERS

DALLAS, TX 75225

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CRD#: 5197235

Professional summary

William Henry Litton is a registered financial advisor currently at LEXINGTON HILL PARTNERS, LLC located in Dallas, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Henry Litton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 13, 2019 - Present

LEXINGTON HILL PARTNERS, LLC

Office #1: 5949 Sherry Lane Suite 1170, Dallas, TX 75225

RIA

CRD#: 301810

DALLAS, TX

Past

July 18, 2014 - July 5, 2019

CYPRESS POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 143771

DALLAS, TX

Past

September 7, 2006 - June 27, 2008

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEXINGTON HILL PARTNERS, LLC

CRD#: 301810 / SEC#: 801-133945

RIA

Registered Investment Advisory firm - (7/24/2025 Approved)

Texas

Registered Investment Advisory firm - (8/28/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/13/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2006

General Securities Representative Examination

Current Firm

LEXINGTON HILL PARTNERS, LLC

CRD#: 301810 / SEC#: 801-133945

RIA

Registered Investment Advisory firm - (7/24/2025 Approved)

Texas

Registered Investment Advisory firm - (8/28/2025 Terminated)

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Contact information

Main Address

5949 Sherry Lane Suite 1170, Dallas, TX 75225

Mailing Address

Phone number

(214) 225-1891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A & 2BS, LEXINGTON HILL PARTNERS, LLC (6/24/2025)

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 170,676,593

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/09/2025	Cover Page	Report
04/26/2024	Cover Page	Report
04/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William H. Litton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Henry Litton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEXINGTON HILL PARTNERS, LLC

CYPRESS POINT WEALTH MANAGEMENT, LLC

BANC OF AMERICA SECURITIES LLC

Primary Firm SEC Registration

LEXINGTON HILL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2014

Series 63

Date: 12/8/2006

Series 7

Date: 9/6/2006

Current Firm

LEXINGTON HILL PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEXINGTON HILL PARTNERS, LLC

TRUST BUT VERIFY

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