CRD: 157971
Lewis AND Associates Capital Advisors, LLC
$59.0M Total AUM
$57.5M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2011
- Office Locations
- 1
Office Locations
348 Raleigh Street Suite B Holly Springs NC
About Lewis AND Associates Capital Advisors, LLC
Lewis & Associates Capital Advisors, LLC is an owner-led RIA in Holly Springs, NC serving retail investors and families with investment planning and ongoing asset management, including portfolios built with individual securities. The firm’s managed accounts are predominantly ETF- and public-fund-based, and it custodians assets at Schwab (and TD Ameritrade).
Team overview
-- AVG AGE
$59.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN KENT LEWIS
Advisor, Chief Compliance Officer, Owner
- CRD
- #5688348
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,550,000 | -- |
| Non-Discretionary | $1,450,000 | -- |
| Total | $59,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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