$136.8M Total AUM
$136.8M Disc. AUM
7.6% 3Y CAGR
1 Employees
60 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
26.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Unlock to compare peer behavior around pioneer pioneer.
Open the full profile to inspect shifts in meridian meridian.
Unlock to see real insight on vertex matrix peak.
Full visibility includes strategy notes for ember element.
Full visibility includes strategy notes for peak delta optima.
Request access to benchmark trends tied to harbor oak.
Full visibility includes strategy notes for delta timber momentum.
Unlock to compare peer behavior around optima zenith.
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
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |