Lewis Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 25, 2026, reports $339M in regulatory assets under management, 2 employees, and 88 accounts.
Assets Under Management
$339M
Employees
2
Offices
--
Total Clients
88
Primary office
RALEIGH, NC
1611 EAST MILLBROOK ROAD, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.6% of total clients.
Top client categories% of clientsClients
1
HNWI
96.6%
85
2
Individuals
3.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$339Mas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$339M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$339M
Total Accounts88
10Y AUM Change+$51M (+17.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee44:1
10Y Employee Change-5 (-71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.