L
Lewis Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$136,832,438
Clients
60
50% 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
60
HighAverage account size
$2,280,541
About
The firm provides portfolio management and financial planning to individual and trust clients, with a stated business model directed toward larger accounts while not imposing a formal minimum. Services emphasize meeting cash‑flow requirements and preserving principal for retirement, medical, and inheritance objectives.
Investment decisions prioritize minimizing taxes and expenses, favoring large‑cap U.S. companies with long records of earnings and dividend growth and using indexed equity funds when tax circumstances warrant. For fixed income the firm typically uses institutional bond funds for cost and tax efficiency, tailors portfolios to clients’ volatility tolerance and cash‑flow needs, and manages accounts on a discretionary basis.
Distinctive features include a long-running solo practice with no disciplinary history and a policy of not accepting third‑party compensation or soft‑dollar benefits, while recommending custodians on an unconflicted basis. The adviser manages accounts individually (so trade aggregation is uncommon), does not vote proxies on clients’ behalf, and maintains a written code of ethics with personal trading generally conducted after client trades are completed.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Retirement income strategy
Income planning
Fee options
1% annually, billed quarterly in advance; fees are negotiable
Main office location
Lewis Capital Management
Ft. Myers FL, United States
Number of offices
1
Most active in
Lewis Capital Management has reported serving >5 clients in these states in the last 12 months.
Florida · Wisconsin
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")