A complete list of active advisors currently associated with Lewis and Associates Capital Advisors, LLC
Warmer can help you find a great advisor at Lewis and Associates Capital Advisors, LLC or one who fits your needs even better.
Lewis and Associates Capital Advisors provides asset management and financial advice to a mix of individual and institutional clients, including high-net-worth individuals, trusts and estates, corporate pension and profit‑sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches. The firm also offers pension consulting for employee benefit plans, a subscription research newsletter, periodic educational seminars, and advice on insurance and annuity products through a licensed insurance agent. The firm works with clients to develop customized portfolios and implements recommendations using a combination of modern portfolio theory alongside fundamental, technical and cyclical analyses, with periodic (quarterly and annual) reviews and rebalancing. It offers both discretionary and non‑discretionary management, typically bills on a percentage‑of‑assets basis, and uses a recommended custodian for trade execution and reporting. With roughly $59 million in assets under management across about 50 client relationships, the firm operates at a smaller scale than many peers. It is noteworthy for combining traditional individual portfolio management with pension consulting and insurance brokerage—services that are statistically uncommon among independent advisers—and it discloses that insurance recommendations can generate commissions and incentive awards, with firm policies intended to manage those conflicts.
To learn more about the advisors currently working at Lewis and Associates Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Holly Springs, NC
| 16
|
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