LEWIS FINANCIAL, LLC

LEWIS FINANCIAL, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 170324). Regulatory assets under management: $133.9M.

Registration

• CRD: 170324
• SEC file number: 801-132016
• Type: Registered investment adviser
• Location: 3590 SACRAMENTO DR., STE 140, SAN LUIS OBISPO, CA, 93401
• Phone: (805) 548-0900
• Latest filing: 2026-02-25
• Regulatory AUM: $133.9M
• Discretionary AUM: $133.9M
• Clients: 3
• Accounts: 255

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 170324 on SEC IAPD (source of record)
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