Lewis And Associates Capital Advisors, LLC

Lewis And Associates Capital Advisors, LLC (CRD# 157971) is a financial advisory firm headquartered in Holly Springs, NC. They manage $41,600,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
348 Raleigh Street, Suite B, Holly Springs, NC 27540
http://www.lacapitaladvisors.com/
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $297,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Lewis And Associates Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Lewis, financial advisor Holly Springs NC
Steven K. Lewis
CRD#: 5688348
348 Raleigh Street, Suite B, Holly Springs, NC 27540

Steven Lewis (CRD# 5688348) is an Investment Advisor Representative working at Lewis And Associates Capital Advisors, LLC in Holly Springs, NC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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