# Lewis Capital Management

Lewis Capital Management is a Bank / Wealth / Trust based in Beverly Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beverly Hills, United States
- **Region:** North America
- **Address:** Wauwatosa, WI, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** https://lewiswm.com
- **LinkedIn:** https://www.linkedin.com/company/lewis-capital-management

## Regulatory record

- **CRD number:** 133619
- **SEC file number:** 801-63956
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-10
- **Reports private funds:** No

## About

Lewis Capital Management is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2005. The firm manages approximately $180 million in assets. It has 1 employee and 1 investment adviser.

## Questions

### What investment strategies does Lewis Capital Management employ?

The firm focuses on traditional asset management: publicly traded equities, investment-grade fixed income, and cash equivalents. It does not publicly report involvement in private equity, venture capital, hedge funds, or direct real estate. Its investment approach emphasizes capital preservation, income generation, and tax-aware portfolio construction for trusts and retirement accounts.

### Who owns Lewis Capital Management?

Ownership details are not publicly disclosed. Many bank-affiliated trust companies in the Midwest are privately held, often by local banking families or regional financial institutions. Without direct disclosure from the firm or regulatory filings, the specific ownership structure remains unconfirmed.

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- [Levitt Foundation](https://altss.com/profile/levitt-foundation)
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Updated: 2026-10-23T13:05:51Z

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