Lewis Capital Management

Lewis Capital Management (CRD# 112463) is a financial advisory firm headquartered in , . They manage $100,516,074 in 234 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $429,556
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 S. Lewis
CRD#: 1377009
Naples, FL
96
Wealthminder
score

Charles Lewis (CRD# 1377009) is an Investment Advisor Representative working at Lewis Capital Management in Naples, FL and has over 27 years of experience in the finance industry.

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