The Lewis Financial Group

RIASEC RegisteredEst. 2021

Total AUM

$482M

Discretionary

$482M

100% of AUM

Avg account

$698K

Accounts

691

Employees

Advisory reps

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 registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients and acts as a capital allocator, blending financial planning with discretionary portfolio management across both personal and small-business relationships. Its advisory services include comprehensive financial planning, portfolio management for individuals and for businesses or institutions, pension consulting support, and the selection of outside advisors. The firm also operates as an insurance broker and offers multiple fee arrangements — percentage of assets under management, hourly consulting, and fixed-fee engagements. The Lewis Financial Group identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment approach.