$180.2M Total AUM
$180.2M Disc. AUM
4.1% 3Y CAGR
1 Employees
83 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Beacon quantum
- Established Date
- 02-17-2005
- Office Locations
- 1
Office Locations
9454 Wilshire Blvd. Suite M1 Beverly Hills CA
About Lewis Capital Management
Lewis Capital Management is a Beverly Hills boutique founded in 2000 providing asset management for high net worth individuals, family groups, and institutions. The firm follows a value-oriented equity philosophy and builds equity, fixed income, and balanced portfolios tailored to client objectives, coordinating closely with clients’ accountants, attorneys, and business managers.
Team overview
59 AVG AGE
$180.2M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Oak north Vector
Client Personas
North North glacier
Custodian
Insight legacy Oak matrix
Investment Themes
Vector alpha
Investment Vehicles
North
Services
Alpha Vector peak Bridge Unison capital Ember north Optima beacon
Technology
Peak
Owner & Executives
D
DIANE MINTER LEWIS
--
- CRD
- --
- Ownership
- 75% or more
(221) 441-4691
delta.meridian@capitalcapital.com
in linkedin.com/in/delta-ridge
S
SCOTT CRAIG LEWIS
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #4918055
- Ownership
- Less than 5%
(521) 648-6066
radial.foundation@oakcapital.com
in linkedin.com/in/atlas-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,159,001 | $979,125 |
| Non-Discretionary | $0 | -- |
| Total | $180,159,001 | $979,125 |
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Separately Managed Accounts
Total SMA Asset: $180,159,001
Equity - Exchange:
13.8% U.S. Government/Agency:
34.0% Cash:
9.4% Corporate - Investment Grade:
22.7% Public Funds:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $260,530,352 | 13.8% |
| U.S. Government/Agency | $641,886,375 | 34.0% |
| Cash | $177,462,704 | 9.4% |
| Corporate - Investment Grade | $428,553,550 | 22.7% |
| Public Funds | $379,468,121 | 20.1% |
| Total | $1,887,901,102 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY ALPHA | FUSION EAGLE | TR42JTMKQ | UTSWY | 7.14% | $33,928,807 |
| HORIZON RADIAL MOMENTUM | HORIZON INSIGHT | NXHYDOLG5 | HXL | 6.16% | $10,571,739 |
| SIGNAL ALPHA | MERIDIAN MERIDIAN | QXPP0Q1L6 | HURI | 12.04% | $67,118,749 |
| PIONEER SIGNAL | HARBOR ZENITH | BM4PLJHGZ | JSVF | 3.46% | $15,736,891 |
| GLACIER ATLAS | LEGACY SIGNAL | M0FG7MVMM | EUC | 3.33% | $2,054,682 |
| LEGACY CAPITAL | FRONTIER TIMBER | H9QLKTPBR | NCE | 3.94% | $53,838,670 |
| BRIDGE FRONTIER | SIGNAL LEGACY | WR5PNHJRU | MJDZR | 4.12% | $1,052,385 |
| FUSION FRONTIER EAGLE | ELEMENT CATALYST | YILTNB01P | SPWRS | 4.77% | $65,784,334 |