Investment adviser · CRD 122307
JDL ADVISERS
Investment adviser filing (IA)
J.DEREK LEWIS & ASSOCIATES, INC.
NEWPORT BEACH, CA, United States · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $2.28B Form ADV · Item 5.F
- Client accounts
- 7,943 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,376 | $1,059,517,195 | 46.5% |
| Individuals | 6,315 | $831,822,103 | 36.5% |
| Retirement plans | 77 | $167,090,257 | 7.3% |
| Charities | 100 | $113,154,747 | 5.0% |
| Corporations & businesses | 49 | $73,752,300 | 3.2% |
| Other investment advisers | 26 | $31,241,105 | 1.4% |
Filing source
Form ADV 2124011 · Aug 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 6, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3991 MACARTHUR BLVD, 4TH FLOORNEWPORT BEACH, CA, 92660-3032, United States
CRD 122307
Filing source
Form ADV 2124011 · Aug 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.