Lewis Capital Management
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 133619
- Registered since
- February 17, 2005
- Website
- www.lewiscm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.37%
- Individuals2.63%
- Corporations / Businesses1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lewis Capital Management is a privately owned, independent registered investment adviser set up as an LLC and operating since 2005. The firm focuses on portfolio management for individuals and small businesses, charging clients primarily as a percentage of assets under management with the option of hourly billing for some engagements. Its clientele is concentrated on individual and family relationships rather than institutional or pension work. The firm does not market itself as an ESG investor, and it describes itself as a single-state adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- US Government Bonds30%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds1%
Contacts
2 of 2Diane Lewis
Vice PresidentCRD 8236180
Scott Lewis
OwnerCRD 4918055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$400M in ETFs
51%
$205M
31%
$196M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $34.2M | 1,179,830 | 8.53% |
Location
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 9454 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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