LEWIS CAPITAL MANAGEMENT

Company Profile

As of Date 03/11/2026
ADV Location United States, CA / United States, FL
Websites
AUM* 316,991,439 12%
of that, discretionary 316,991,439 12%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,299,145 80%
High Net Worth 68.97% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Recent News

Reported AUM

329M 282M 235M 188M 141M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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