$7.3M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Catalyst glacierPrime pioneer
- Established Date
- 07-01-2003
- Office Locations
- 1
Office Locations
-- Vienna VA
About Lewis-Berkeley Asset Management
Lewis-Berkeley Asset Management is a Vienna, VA-based RIA providing financial planning and asset management for retail clients. The firm builds customized recommendations around client goals, risk tolerance, and current financial situation, using technology to evaluate plan components and portfolio risk. Investment implementation is equity-oriented with significant ETF use, and accounts are custodied with Charles Schwab.
Team overview
49 AVG AGE
$7.3M AVG AUM / ADVISOR
$281.7K AVG AUM / CLIENT
20.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Custodian
North Ember Crest element
Platform
North meridian
Services
Ember Timber Pioneer
Technology
Quantum pioneer Wave element
Owner & Executives
D
DAVID JAMES LEWIS
MANAGING DIRECTOR, Principal
- CRD
- #4673438
- Ownership
- 75% or more
(707) 973-9709
foundation.legacy@focuscapital.com
in linkedin.com/in/momentum-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,657,264 | -- |
| Non-Discretionary | $3,667,945 | -- |
| Total | $7,325,209 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,325,209
Equity - Exchange:
29.6% Equity - OTC:
49.2% Cash:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,193,728,294 | 29.6% |
| Equity - OTC | $1,984,170,002 | 49.2% |
| Cash | $854,967,561 | 21.2% |
| Total | $4,032,865,857 | 100.0% |