The Lewis Financial Group
The Lewis Financial Group is an SEC-registered wealth manager in Ashburn, VA with $482.4M assets under management (AUM, regulatory AUM), +54% over one year. See who owns The Lewis Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315692, SEC 801-122157, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $482.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Ashburn, VA
- Employees
- 6
- Clients
- 308
- CRD
- 315692
- Ownership
- ANDREW JOHN LEWIS REVOCABLE TRUST; LEWIS, ANDREW, JOHN
How much AUM does The Lewis Financial Group have?
The Lewis Financial Group reported $482.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns The Lewis Financial Group?
Disclosed owners and executives of The Lewis Financial Group include ANDREW JOHN LEWIS REVOCABLE TRUST, LEWIS, ANDREW, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.