Overview
Assets Under Management: $134 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 58
Average Client Assets: $1.6 million
Frequently Asked Questions
LEWIS FINANCIAL, LLC 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 #170324), LEWIS FINANCIAL, LLC is subject to fiduciary duty under federal law.
LEWIS FINANCIAL, LLC is headquartered in SAN LUIS OBISPO, CA.
LEWIS FINANCIAL, LLC serves 58 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, LEWIS FINANCIAL, LLC offers portfolio management for individuals. View all service details ↓
LEWIS FINANCIAL, LLC manages $134 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, LEWIS FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.19%
Average Client Assets: $1.6 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 170324
Filing ID: 2059444
Last Filing Date: 2026-02-25 18:20:56