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| Keyboard |
| Lewis Financial Management LLC
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|---|---|
| CRD # | 116344 |
| SEC # | 801-60666 |
| CIK # | |
| AUM | 338.7 M (2026-03-25) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 919-872-7000 |
| Address | 1611 East Millbrook Road Raleigh, NC 27609 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 3.0 |
| (b) Individuals (high net worth individuals) | 85 | 335.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 338.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 88 | 338.7 |
| Total | 88 | 338.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.7 | |
| Total | 88 | 338.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 46 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Feldman Jeffrey Mark
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340.6 M | |
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Scholtz & Company LLC
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CT | 340.5 M |
|
The Mathes Company Inc
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|
Keyvantage Wealth LLC
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|
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✚
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AL | 339.0 M |
|
Smallwood Wealth Investment Management LLC
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|
NJ | 339.0 M |
|
Mine & ARAO Wealth Creation and Management LLC
✚
|
CA | 338.1 M |
|
LENK Ladner Investment Solutions LLC
✚
|
MA | 337.3 M |
|
Evolution Advisers Inc
✚
|
VA | 337.2 M |
|
Vestura LLC
✚
|
WI | 336.7 M |