David Lewis (CRD# 5000836) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 3 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kuleana Capital Management LLC | Free Union, VA | Apr 2021 - Current | 3 |
| Redmont Holdings LLC | Charlottesville, VA | Aug 2015 - Current | 8 |
| 910 Fund LLC | Charlottesville, VA | Aug 2020 - Mar 2023 | 2 |
| Cfa Institute | Charlottesville, VA | Sep 2019 - Feb 2020 | < 1 |
| S&p Global | Charlottesville, VA | Jun 2007 - Jun 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- VA
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,963,814
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
TX, VA
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