The Lewis Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ashburn, VA. Its latest Form ADV filing, dated March 11, 2026, reports $482M in regulatory assets under management, 6 employees, and 691 accounts.
Assets Under Management
$482M
Employees
6
Offices
--
Total Clients
308
Primary office
ASHBURN, VA
20755 WILLIAMSPORT PLACE, SUITE 140, ASHBURN, VA, United States
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
179
2
Individuals
41.9%
129
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$482Mas of March 11, 2026
Discretionary100.0%
$482M
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$482M
Total Accounts691
10Y AUM Change+$482M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee51:1
10Y Employee Change+2 (+50.0%)
* 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.