SAN LUIS OBISPO, CACRD 170324Latest ADV February 25, 2026
Lewis Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Luis Obispo, CA. Its latest Form ADV filing, dated February 25, 2026, reports $134M in regulatory assets under management, 3 employees, and 255 accounts.
Assets Under Management
$134M
Employees
3
Offices
--
Total Clients
255
Primary office
SAN LUIS OBISPO, CA
3590 SACRAMENTO DR., STE 140, SAN LUIS OBISPO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
195
2
HNWI
22.7%
58
3
Pension Plans
0.4%
1
4
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of February 25, 2026
Discretionary100.0%
$134M
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.
Total AUM$134M
Total Accounts255
10Y AUM Change+$26M (+23.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee85:1
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.