Lewis Capital Management

The firm provides discretionary investment management to individuals, trusts, estates, retirement plan accounts, corporations, foundations, and similar entities, managing about $180.2 million for roughly 83 clients as of December 31, 2025. It delivers continuous, personalized portfolio management and consultative services and will, at its discretion, perform trading for certain client-held unmanaged assets.

The firm follows a value-oriented equity approach that combines quantitative screens and proprietary models with fundamental research to identify undervalued companies for concentrated portfolios typically holding 10–25 stocks, with low turnover and an emphasis on long holding periods. Fixed income allocations generally favor investment‑grade bonds (with occasional lower‑rated issues and hybrids when deemed appropriate) and asset-allocation and tax implications are tailored to each client’s objectives.

Notably, the firm accepts corporate and other institutional/business clients in addition to individual households, a client mix that is less common among similarly structured independent advisers. It custodies most accounts at a major institutional custodian while reserving the right to execute trades away for execution quality or research, and it applies a proxy‑voting policy that focuses resources on positions meeting a de minimis ownership threshold.