CRD: 315692
THE Lewis Financial Group
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2021
- Office Locations
- 1
Office Locations
About THE Lewis Financial Group
The Lewis Financial Group is a Virginia-based advisory firm providing personalized, objective financial advice with concierge-level service. The team focuses on comprehensive planning for individuals and multigenerational families, including retirement planning, investment strategy aligned to risk tolerance, wealth preservation coordinated with estate and tax professionals, education funding, and guidance through major life transitions. Ongoing planning is supported by advanced planning software and regular progress monitoring.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW JOHN LEWIS
Chief Compliance Officer, Manager, MANAGING PRINCIPAL
- CRD
- #2246107
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEFFREY BENJAMIN AXT
--
- CRD
- #1266964
CHRISTINA ARGUST FRANSCKIEWICH
Vice President.
- CRD
- #5543386
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,357,468 | $698,057 |
| Non-Discretionary | $0 | -- |
| Total | $482,357,468 | $698,057 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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