New Albany Capital Partners, LLC

New Albany Capital Partners, LLC (CRD# 144982) is a financial advisory firm headquartered in , . They manage $63,646,024 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/john-n-lewis-cfa-4ba6606/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $2,767,218
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

OH, SC

Financial Advisors at New Albany Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Lewis, financial advisor Bluffton SC
John N. Lewis
CRD#: 2238161
Bluffton, SC

John Lewis (CRD# 2238161) is an Investment Advisor Representative working at New Albany Capital Partners, LLC in Bluffton, SC and has 1 year 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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