# Lewis Asset Management

Lewis Asset Management is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser
- **Region:** North America
- **Assets under management:** $387.1M regulatory AUM (Form ADV, May 2026)

## Regulatory record

- **CRD number:** 143409
- **SEC file number:** 801-119399
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-20
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-17T12:15:11.307Z

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