L
$73.5M Total AUM
$73.0M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-2009
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Lewis Advisory Group
Lewis Advisory Group is a San Diego-based, fee-only wealth manager providing tailored financial planning and investment management, including retirement, estate and tax planning, cash-flow analysis, and risk management. The firm emphasizes unbiased advice, strong ethics, and uses cutting-edge technology and a client portal for timely guidance; works with custodians such as Charles Schwab.
Team overview
-- AVG AGE
$73.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Horizon focus Foundation ridge
Custodian
North focus Bridge foundation
Investment Themes
Legacy oak
Investment Vehicles
Glacier
Services
Glacier Meridian Wave matrix Timber harbor Foundation Ember atlas
Owner & Executives
MICHAEL ANDREW LEWIS
Advisor, Chief Compliance Officer
- CRD
- #1237233
- Ownership
- 75% or more
(864) 332-6154
unison.pioneer@catalystcapital.com
in linkedin.com/in/meridian-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,015,874 | $181,868 |
| Non-Discretionary | $469,055 | $285,844 |
| Total | $73,484,929 | $182,913 |
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Separately Managed Accounts
Total SMA Asset: $73,484,929
Public Funds:
35.8% Cash:
15.8% Equity - Exchange:
48.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $151,647,742 | 35.8% |
| Cash | $66,928,333 | 15.8% |
| Equity - Exchange | $205,020,971 | 48.4% |
| Total | $423,597,046 | 100.0% |