# Lewis Advisory Group

Lewis Advisory Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** lewisadvisorygroup.com

## Regulatory record

- **CRD number:** 151307
- **SEC file number:** 801-70507
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151307

## About

LEWIS ADVISORY GROUP is an SEC-registered investment adviser in SAN DIEGO, CA. The firm manages $73 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Lewis Advisory Group?

The firm does not publicly name its investment principals. Decision-making structure is not disclosed in available sources.

### What investment stages does Lewis Advisory Group typically target?

The firm does not disclose stage preferences. Activities suggest a focus on mature private equity and credit, but no specific stage is verified.

## Related profiles

- [WaterRock Global Asset Management](https://altss.com/profile/waterrock-global-asset-management)

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Last updated: 2026-07-11T09:14:08.000Z

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