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Lewis and Associates Capital Advisors
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC is a state-registered investment adviser in HOLLY SPRINGS, NC. The firm manages $59 million in assets, $58 million...
Overview
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC is a state-registered investment adviser in HOLLY SPRINGS, NC. The firm manages $59 million in assets, $58 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Lewis and Associates Capital Advisors?
No named principals or investment committee members appear in public records, SEC filings, or industry databases. The firm has not disclosed leadership beyond the corporate registration of Lewis and Associates Capital Advisors, LLC.
How does Lewis and Associates Capital Advisors source deal flow?
No proprietary sourcing model or external partnerships have been reported. The firm's investment process and deal sourcing remain unverifiable from available public information.
Does Lewis and Associates Capital Advisors participate in fund commitments or only direct deals?
No public records document any fund commitments, direct investments, or co-investments by the firm. Its investment activity is unconfirmed.
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