$136.8M Total AUM
$136.8M Disc. AUM
7.6% 3Y CAGR
1 Employees
60 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 01-30-2000
- Office Locations
- 1
Office Locations
-- Naples FL
About Lewis Capital Management
Lewis Capital Management (founded 2000) is a boutique Beverly Hills investment firm providing discretionary asset management for high-net-worth individuals, family groups, and institutions. The firm uses a value-based equity approach and builds equity, fixed income, and balanced portfolios, coordinating with clients' accountants, attorneys, and business managers for integrated planning.
Team overview
-- AVG AGE
$136.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
26.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
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Asset Classes
Value Capital
Client Personas
Pathway vital Delta wave
Custodian
Radial pathway Vector crest
Investment Themes
Catalyst vector Element wave
Investment Vehicles
Atlas
Services
Radial optima Beacon Focus eagle
Technology
Unison
Owner & Executives
C
CHARLES SHERMAN LEWIS
Chief Compliance Officer, partner
- CRD
- #1377009
- Ownership
- 75% or more
(456) 339-6823
beacon.wave@unisoncapital.com
in linkedin.com/in/peak-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,832,438 | $2,280,541 |
| Non-Discretionary | $0 | -- |
| Total | $136,832,438 | $2,280,541 |
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Separately Managed Accounts
Total SMA Asset: $136,832,438
Equity - Exchange:
36.4% Public Funds:
36.6% Cash:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,748,942,605 | 36.4% |
| Public Funds | $2,764,046,685 | 36.6% |
| Cash | $2,039,050,834 | 27.0% |
| Total | $7,552,040,124 | 100.0% |