Overview
Assets Under Management: $137 million
High-Net-Worth Clients: 30
Average Client Assets: $4.2 million
Frequently Asked Questions
LEWIS CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112463), LEWIS CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
LEWIS CAPITAL MANAGEMENT serves 30 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, LEWIS CAPITAL MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
LEWIS CAPITAL MANAGEMENT manages $137 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, LEWIS CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.43%
Average Client Assets: $4.2 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 112463
Filing ID: 2063717
Last Filing Date: 2026-03-11 12:04:13