Lewis Capital Management, LLC
● SEC registered since 2005CRD 133619SEC# 801-63956Beverly Hills, CA
Reg. AUM
$180.2M
Employees
1
Accounts
184
Location
Beverly Hills, CA
About Lewis Capital Management
Lewis Capital Management is a boutique investment firm specializing in asset management for high-net-worth individuals, family groups, and institutions. It follows a value-based equity philosophy and offers equity, fixed income, and balanced portfolios coordinated with each client's accountants, attorneys, and business managers.
Summary based on the firm’s website.
Lewis Capital Management, LLC assets under management
Lewis Capital Management, LLC is a registered investment adviser overseen by the SEC based in Beverly Hills, CA. The firm has been registered since 2005. It reports $180.2 million in regulatory assets under management and employs 1 people.
Lewis Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Minter Lewis Control | Trustee Of The Lewis Family Trust Dated February 28, 2002 | Over 75% | 2026 |
| Scott Craig Lewis Control | Chief Compliance Officer & Portfolio Manager | Under 5% | 1999 |
| Scott Craig Lewis Control | Trustee Of The Lewis Family Trust Dated February 28, 2002 | Over 75% | 2026 |
| The Lewis Family Trust Dated February 28, 2002 Control | Sole Member | Over 75% | 2026 |
Frequently asked questions
How much does Lewis Capital Management, LLC manage?
Lewis Capital Management, LLC reports $180.2 million in regulatory assets under management on its Form ADV.
How many employees does Lewis Capital Management, LLC have?
Lewis Capital Management, LLC reports 1 employees.
Where is Lewis Capital Management, LLC located?
Lewis Capital Management, LLC is based in Beverly Hills, CA and has been SEC-registered since 2005.
Does Lewis Capital Management, LLC disclose fund performance?
Lewis Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9454 Wilshire Blvd., Suite M1, Beverly Hills, CA 90212 |
| Phone | 310-276-1262 |
| Office hours | 9:00 A.M - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$180.2M▲ 13%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$180.2Mregulatory AUM
Discretionary $180.2M