LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC

Overview

Lewis And Associates Capital Advisors, LLC is a small, privately held advisory firm that serves individual and family clients with a fee model based on a percentage of assets under management. The firm combines portfolio management and pension consulting services with insurance brokerage capabilities, which suggests an emphasis on integrating protection and retirement planning into its wealth-management advice. Its filings indicate a clear tilt toward equity exposure as the primary source of client investment risk and return, while still using insurance products and third-party managers to complement portfolios. The firm is not an active ESG investor and reports a single-state adviser status. Its client base is narrowly focused — primarily individuals and families — and services include tailored portfolio management for both personal and small-business relationships, along with advisory work for businesses or institutions when needed.

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Public Holdings

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Location & Offices