Rd Lewis Holdings, Inc.
● SEC registered since 2020CRD 156073SEC# 801-119654Maitland, FL
Reg. AUM
$256.8M
Employees
8
Accounts
852
Location
Maitland, FL
Rd Lewis Holdings, Inc. assets under management
Rd Lewis Holdings, Inc. is an investment advisory firm registered with the SEC based in Maitland, FL. The firm has been registered since 2020. It reports $256.8 million in regulatory assets under management and employs 8 people.
Rd Lewis Holdings, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Delcena Delethia Lewis Control | President | 50-75% | 2010 |
| Morgan Sierra Lewis Control | Chief Compliance Officer | Under 5% | 2024 |
| Richard Anthony Lewis Control | Coo & Business Development Executive | 50-75% | 2010 |
Frequently asked questions
How much does Rd Lewis Holdings, Inc. manage?
Rd Lewis Holdings, Inc. reports $256.8 million in regulatory assets under management on its Form ADV.
How many employees does Rd Lewis Holdings, Inc. have?
Rd Lewis Holdings, Inc. reports 8 employees.
Where is Rd Lewis Holdings, Inc. located?
Rd Lewis Holdings, Inc. is based in Maitland, FL and has been SEC-registered since 2020.
Does Rd Lewis Holdings, Inc. disclose fund performance?
Rd Lewis Holdings, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 253 North Orlando Avenue, Suite 302, Maitland, FL 32751 |
| Phone | 407-446-3737 |
| Fax | 407-250-7010 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$256.8Mregulatory AUM
Discretionary $256.8M