LEWIS FINANCIAL MANAGEMENT, LLC

Overview

Lewis Financial Management, LLC is an independent RIA that serves individual and family clients with a fee model that includes percentage of AUM, hourly charges and fixed fees. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Its model is primarily non‑discretionary—reported assets are managed with client involvement rather than under broad discretionary authority—so investment decisions are closely coordinated with each client. Investment approach favors fund‑based, manager-driven exposure in the public markets, with a core allocation to mutual funds rather than direct-stock strategies. That core is supplemented by allocations to external alternative managers and private placements where appropriate, using specialty vehicles for income, yield and diversification. The firm is structured as a single‑state, individually owned LLC and has been SEC‑registered since 2001.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices