LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC

LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC of HOLLY SPRINGS, NC is an SEC-registered investment adviser (CRD 157971). Regulatory assets under management: $59.0M.

Registration

• CRD: 157971
• Type: Registered investment adviser
• Location: 348 RALEIGH STREET, HOLLY SPRINGS, NC, 27540
• Phone: 984.225.4044
• Latest filing: 2026-02-02
• Regulatory AUM: $59.0M
• Discretionary AUM: $57.5M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157971 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search