LEWIS FINANCIAL MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$338,732,555
Discretionary
$0
Non-discretionary
$338,732,555
Firm details
- CRD number
- 116344
- SEC file number
- 801-60666
- Main office
- RALEIGH, NC, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.LFMADVISOR.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.