Lewis Asset Management, LLC
● SEC registered since 2020CRD 143409SEC# 801-119399Lafayette, CA
Reg. AUM
$387.1M
Employees
5
Accounts
631
Location
Lafayette, CA
Lewis Asset Management, LLC assets under management
Lewis Asset Management, LLC is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2020. It reports $387.1 million in regulatory assets under management and employs 5 people.
Lewis Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Lewis Control | Managing Member/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Lewis Asset Management, LLC manage?
Lewis Asset Management, LLC reports $387.1 million in regulatory assets under management on its Form ADV.
How many employees does Lewis Asset Management, LLC have?
Lewis Asset Management, LLC reports 5 employees.
Where is Lewis Asset Management, LLC located?
Lewis Asset Management, LLC is based in Lafayette, CA and has been SEC-registered since 2020.
Does Lewis Asset Management, LLC disclose fund performance?
Lewis Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 985 Moraga Rd., Suite 207, Lafayette, CA 94549 |
| Phone | 925-284-4033 |
| Fax | 925-284-4034 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387.1M▲ 81%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$387.1Mregulatory AUM
Discretionary $382.5MNon-discretionary $4.5M