LEWIS FINANCIAL, LLC

Overview

Lewis Financial, LLC is an SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm’s primary business is portfolio management for individuals and small businesses, and it serves both individual/family clients and institutional accounts. Its fee model blends a percentage-of-assets-under-management structure with the option for hourly billing. Investment activity centers on public equities as the core allocation, while the firm also deploys third-party alternative managers to add diversification and return drivers that sit outside traditional stocks and bonds. Lewis Financial does not position itself as an ESG-focused advisor. The firm appears to operate a core-satellite approach: broad exchange-traded exposures for the core of portfolios, supplemented by more targeted active positions and external alternative fund allocations to manage correlation and seek non-correlated returns.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices