LEWIS ASSET MANAGEMENT, LLC

LEWIS ASSET MANAGEMENT, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 143409). Regulatory assets under management: $387.1M.

Registration

• CRD: 143409
• SEC file number: 801-119399
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search