Lewis Capital Management
Lewis Capital Management is an SEC-registered ria in Beverly Hills, CA with $180.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lewis Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133619, SEC 801-63956, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $180.2M (2026-03-10)
- Firm type
- Ria
- Location
- Beverly Hills, CA
- Employees
- 1
- Clients
- 83
- CRD
- 133619
- Ownership
- LEWIS, SCOTT, CRAIG; BAGLEY, BARBARA, ROSENTHAL; THE LEWIS FAMILY TRUST DATED FEBRUARY 28, 2002; LEWIS, DIANE, MINTER
How much AUM does Lewis Capital Management have?
Lewis Capital Management reported $180.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Lewis Capital Management?
Disclosed owners and executives of Lewis Capital Management include LEWIS, SCOTT, CRAIG, BAGLEY, BARBARA, ROSENTHAL, THE LEWIS FAMILY TRUST DATED FEBRUARY 28, 2002, LEWIS, DIANE, MINTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.