Lewis Capital Management

Overview

Lewis Capital Management is an independent, owner-operated registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and operates as a discretionary manager across the client base. Its stated investment preference is equities, with a heavy use of exchange-traded instruments as the core implementation vehicle. Services center on personalized wealth management rather than institutional consulting: ongoing portfolio oversight, tailored financial planning and individualized account management. The firm is not identified as an active ESG investor and appears to operate a compact, client-focused practice rather than a multi-state or multi-office network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices