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LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
CRD 157971
348 RALEIGH STREET, SUITE B, HOLLY SPRINGS, NC, 27540, United States
Phone
984.225.4044
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.0M
Discretionary AUM
$57.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $15.0M |
| High net worth individuals | 17 | $44.0M |
All web addresses on file
Official SEC filing: View on IAPD