A complete list of active advisors currently associated with Lewis Asset Management

Warmer can help you find a great advisor at Lewis Asset Management or one who fits your needs even better.

Lewis Asset Management serves individuals, high‑net‑worth individuals and pension or profit‑sharing plans, managing roughly $387 million for about 276 clients through a five‑advisor team. The firm provides discretionary and non‑discretionary investment management, constructing customized portfolios that may include exchange‑traded funds, no‑load or load‑waived mutual funds and, in limited cases, individual securities, and it delivers quarterly asset allocation, trade execution, rebalancing and reporting. The firm’s investment approach emphasizes long‑term trading and broad‑market exposure rather than market timing or high‑frequency trading, with portfolios designed to align with each client’s objectives, time horizon and risk tolerance and reviewed at least annually. Lewis Asset Management generally favors diversified fund‑based strategies to limit single‑security risk and incorporates cost and risk controls into its rebalancing and allocation process. A distinctive operational feature disclosed in the Form ADV is that some members are licensed insurance agents and may receive separate compensation for insurance product sales, a potential conflict of interest the firm says it discloses and for which clients may use outside providers. The firm also uses Charles Schwab institutional custody services, maintains standing letters of authorization for transfers, and discloses receipt of various services and benefits from its custodian, all of which are described in its regulatory filings.

To learn more about the advisors currently working at Lewis Asset Management, 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.