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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-17-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 27, 2025 and March 10, 2026, reported AUM increased 13.0%, from $159.4M to $180.2M.
Across 5 reported observations, AUM decreased 12.9% between March 8, 2022 and March 10, 2026, from $206.8M to $180.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 83 clients, or 83 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 10, 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
- Services
- Technology
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The full Lewis Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DIANE MINTER LEWIS
--
- CRD
- --
- Ownership
- 75% or more
SCOTT CRAIG LEWIS
Chief Investment Officer, PORTFOLIO MANAGER
- CRD
- #4918055
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Lewis Capital Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lewis Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.