BEVERLY HILLS, CACRD 133619Latest ADV March 10, 2026
Lewis Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 10, 2026, reports $180M in regulatory assets under management, 1 employee, and 184 accounts.
Assets Under Management
$180M
Employees
1
Offices
--
Total Clients
83
Primary office
BEVERLY HILLS, CA
9454 WILSHIRE BLVD., SUITE M1, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.3% of total clients.
Top client categories% of clientsClients
1
HNWI
84.3%
70
2
Individuals
15.7%
13
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 10, 2026
Discretionary100.0%
$180M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$180M
Total Accounts184
10Y AUM Change+$48M (+36.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee83:1
10Y Employee Change0 (0.0%)
* 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.