CRD: 157971
Lewis AND Associates Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-08-2011
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lewis AND Associates Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN KENT LEWIS
Advisor, Chief Compliance Officer, Owner
- CRD
- #5688348
- Ownership
- 75% or more
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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
SMA allocation detail is available
Lewis AND Associates Capital Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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