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Lewis Asset Management
Lewis Asset Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 143409, SEC file 801-119399).
Overview
Lewis Asset Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 143409, SEC file 801-119399). Its main office is in Lafayette, California. Its Form ADV filed on 20 May 2026 reports $387.1M in regulatory assets under management across 631 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$387.1M regulatory AUM (Form ADV, May 2026)
Location
Region
North America
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