The Lewis Financial Group

RIASEC Registered
Total AUM
$482M
Discretionary
$482M
100% of AUM
Avg account
$698K
Accounts
691
Employees
6
Advisory reps
6

Firm details

Headquarters
Ashburn, Virginia
CRD number
315692
Registered since
August 23, 2021
Website
www.thelewisfinancialgroup.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI91.56%
  • Individuals8.44%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Lewis Financial Group is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2021. The firm focuses on individual and family clients and operates as a multi-faceted capital allocator: it provides financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection services, and also functions as an insurance broker. Its fee model combines AUM-based fees with hourly and fixed-fee arrangements, and the firm identifies as an active ESG investor. The firm is owned by a domestic entity/individual and markets itself as a selection-oriented adviser that uses outside managers and funds as part of its investment mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 18%, State & Local Bonds 6%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Other 1%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds18%
  • State & Local Bonds6%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 98

Active vs passive

$369M in ETFs

Passive

65%

$240M

Active

31%

$129M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$17.8M23,1934.81%
Unlock additional holdings →

Location

Primary office

Ashburn, VA

Loudoun

Location

Ashburn, VA

Headquartered in Ashburn, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Loudoun
Address
20755 Williamsport Pl
Time zone
ET (UTC-5)
Office locations

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