Lewis Capital Management

Overview

Lewis Capital Management is a small, SEC‑registered advisory firm that provides portfolio management primarily to individual and family clients and small businesses. The firm is organized as an LLC and has been SEC-registered since 2005. Its fees combine a percentage of assets under management with the option for hourly billing. Lewis Capital focuses on direct portfolio management rather than pension consulting or multi‑state institutional work, and it does not identify as an active ESG investor. Advisory services are delivered through discretionary mandates (the firm reports its discretionary AUM equals total AUM) and are supported by custody at a major retail custodian. Ownership is a mix of domestic entity and individual ownership rather than a holding company or larger network affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives