Carson J. Hooks

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CRD#: 7343280

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carson Jones Hooks Jr. was a registered financial professional .

Carson is a previously registered financial professional and started their career in finance in 2021. Carson had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

Levee Resources, LLC - Holds mineral/royalty interests and other LP investments; passive role as an LLC member; no time devoted to this. Reserve Levee, LLC - an LP interest in Reserve Capital Fund I LP (a real estate investment); passive role as an LLC member; no time devoted to this. Jefe Interests, LLC - single member LLC, holds mineral/royalty interests and other LP investments, passive role; no time devoted to this.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 3, 2021 - March 21, 2022

LEXINGTON HILL PARTNERS, LLC

RIA

CRD#: 301810

DALLAS, TX

Past

June 9, 2021 - November 15, 2021

CAZ INVESTMENTS L.P.

RIA

CRD#: 113931

HOUSTON, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 6/9/2021

Uniform Investment Adviser Law 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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Carson J. Hooks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LEXINGTON HILL PARTNERS, LLC

CAZ INVESTMENTS L.P.

Primary Firm SEC Registration

LEXINGTON HILL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2021

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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