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 small, privately held wealth advisory firm organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm bills clients on a percentage-of-assets basis and also uses hourly fees for some engagements. Lewis Capital is SEC-registered since 2005, identifies its client base as individuals and families, and does not describe itself as an active ESG investor or as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 35Active vs passive
$330M in ETFs
77%
$253M
18%
$77.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $39.7M | 1,583,312 | 12.03% |
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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