LEWIS ASSET MANAGEMENT
SEC RegisteredIndependent Financial Planning Made for You
About the firm
Lewis Asset Management helps clients create customized financial strategies tailored to their goals. They approach financial planning in a comfortable, convenient, and caring way, acting as clients' personal CFO, life coach, counselor, and friend.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial planning strategies tailored to individual client goals, including risk tolerance assessment and examination of current financial situations.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 167 | $40M |
| High Net Worth Individuals | 109 | $345M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $776k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $250,000 | 2.00% |
| $250,001 to $500,000 | 1.75% |
| $500,000 to $1,000,000 | 1.50% |
| $1,000,001 to $2,500,000 | 1.25% |
| $2,500,001 to $5,000,000 | 1.00% |
| $5,000,001 and above | — |
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEWIS ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched