# LEWIS ASSET MANAGEMENT, LLC

LEWIS ASSET MANAGEMENT, LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143409
- Type: SEC-registered investment adviser
- SEC file number: 801-119399
- Location: 985 MORAGA RD., SUITE 207, LAFAYETTE, CA, 94549
- Phone: 925-284-4033
- Latest filing: 2026-05-20
- Regulatory AUM: $387.1M
- Discretionary AUM: $382.5M
- Non-discretionary AUM: $4.5M
- Clients: 5
- Accounts: 631

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [David William Lewis](https://search.stillhousedata.com/person/668291) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [LEWIS JAMES WILLIAM](https://search.stillhousedata.com/person/737525) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143409/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143409/similar
- Related entities: https://search.stillhousedata.com/firm/143409/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143409

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.