THE LEWIS FINANCIAL GROUP
Firm details
- Headquarters
- ASHBURN, Virginia
- CRD number
- 315692
- Registered since
- August 23, 2021
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.56%
- Individuals8.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Lewis Financial Group is an independent SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm registered with the SEC in 2021 and combines traditional wealth management with insurance-brokerage activity. Its advisory services span financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm also identifies as an active ESG investor.
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 Equities71%
- Public Funds/Mutual Funds18%
- State & Local Bonds6%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
3 of 6Elisa Hasan
Client Service AssociateCRD 7071536
KAREN LEWIS
Managing Director, Financial AdvisorCRD 2294583
ANDREW LEWIS
Founder and CCOCRD 2246107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$330M in ETFs
68%
$225M
28%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.1M | 23,123 | 4.58% |
Location
ASHBURN, VA
LOUDOUN
Location
ASHBURN, VA
Headquartered in ASHBURN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 20755 Williamsport Pl
- Time zone
- ET (UTC-5)
- Office locations
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