Lewis Capital Management

Lewis Capital Management (CRD# 112463) is a financial advisory firm headquartered in , . They manage $117,870,565 in 190 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $620,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Lewis Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Charles Lewis, financial advisor Naples FL
Charles S. Lewis
CRD#: 1377009
Naples, FL

Charles Lewis (CRD# 1377009) is an Investment Advisor Representative working at Lewis Capital Management in Naples, FL and has over 35 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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