Lewis Advisory Group

Overview

Lewis Advisory Group is an independent, sole-proprietor registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm’s advisory mix leans heavily toward pooled public funds—mutual funds and similar vehicles—while supplementing those exposures with targeted allocations to fixed income and alternative strategies. Fee arrangements are flexible, including a percentage-of-AUM option alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity appears centered on delivering diversified, professionally managed portfolios rather than direct operating or principal investments. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser, suggesting a more regional client footprint and a conservative compliance posture. Portfolio construction emphasizes liquid, manager-driven exposures, with manager selection and third-party fund relationships used to gain access to specialized alternative strategies when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices