J.derek Lewis & Associates, Inc.
● SEC registered since 2006CRD 122307SEC# 801-67339Newport Beach, CA
Reg. AUM
$2.28B
Employees
10
Accounts
7,943
Location
Newport Beach, CA
J.derek Lewis & Associates, Inc. assets under management
J.derek Lewis & Associates, Inc. is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2006. It reports $2.3 billion in regulatory assets under management and employs 10 people.
J.derek Lewis & Associates, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Vidal | Corporate Secretary | 10-25% | 2023 |
| Douglas Glenn Hyepock | Financial Adviser, Owner | 10-25% | 2011 |
| Kathryn Elizabeth Espinili Control | Chief Compliance Officer | 5-10% | 2007 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does J.derek Lewis & Associates, Inc. manage?
J.derek Lewis & Associates, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does J.derek Lewis & Associates, Inc. have?
J.derek Lewis & Associates, Inc. reports 10 employees.
Where is J.derek Lewis & Associates, Inc. located?
J.derek Lewis & Associates, Inc. is based in Newport Beach, CA and has been SEC-registered since 2006.
Does J.derek Lewis & Associates, Inc. disclose fund performance?
J.derek Lewis & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 Dove Street, Suite 155, Newport Beach, CA 92660-2820 |
| Phone | 949-752-9096 |
| Fax | 949-752-0631 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2077884 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.11BNon-discretionary $171.1M