Lewis Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,916,808
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
52
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$1,267,631
About
Lewis Advisory Group is a fee‑only independent investment adviser that provides discretionary and non‑discretionary portfolio management and advisory consulting to individuals, trusts, estates, corporations and retirement accounts, including pension and profit‑sharing plans. The firm manages roughly $73 million for about 50 clients and offers tailored planning services covering financial, estate, retirement and tax topics.
The firm’s investment approach emphasizes exchange‑traded funds and model‑based portfolios that are monitored and rebalanced in line with clients’ stated objectives and risk tolerances. It employs a blend of fundamental, technical and cyclical analysis and, on rare occasions, may use options, margin or short‑sale strategies; when providing advice about retirement plan assets it notes its ERISA fiduciary role and discloses the economic incentive associated with IRA rollovers.
Noteworthy for a small independent adviser, the firm serves pension and profit‑sharing plan clients—a client type that is statistically uncommon among peers—while keeping a relatively concentrated client base. It also offers standalone advisory consulting engagements (hourly or fixed‑fee), uses institutional custody and trading resources, and documents trade aggregation, code of ethics and conflict‑disclosure practices in its written policies.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Negotiable fixed fee for advisory consulting services ranging between $5,000 and $15,000
Negotiable annual fee ranging between 0.10% and 2.25% of assets under management, billed quarterly in advance
Negotiable hourly fee of $350 per hour for advisory consulting services
Fee-only: Fee-only independent investment adviser
Main office location
Lewis Advisory Group
San Diego CA, United States
Number of offices
2
Most active in
Lewis Advisory Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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