Investment adviser · CRD 143409
LEWIS ASSET MANAGEMENT
Investment adviser filing (IA)
LEWIS ASSET MANAGEMENT, LLC
LAFAYETTE, CA, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $387M Form ADV · Item 5.F
- Client accounts
- 631 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 | 109 | $345,018,226 | 89.1% |
| Individuals | 167 | $39,761,051 | 10.3% |
| Corporations & businesses | 5 | $1,495,437 | 0.4% |
| Retirement plans | Fewer than 5 | $775,671 | 0.2% |
Filing source
Form ADV 2105556 · May 20, 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: May 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
985 MORAGA RD., SUITE 207LAFAYETTE, CA, 94549, United States
CRD 143409
Filing source
Form ADV 2105556 · May 20, 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.