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LEWIS CAPITAL MANAGEMENT
LEWIS CAPITAL MANAGEMENT, LLLP
CRD 112463 · SEC 801-57799
WI, United States
Phone
239-404-1093
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.8M
Discretionary AUM
$136.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $11.7M |
| High net worth individuals | 30 | $125.1M |
States served
WI, FL
Official SEC filing: View on IAPD