J.DEREK LEWIS & ASSOCIATES, INC.
Doing business as JDL ADVISERS. SEC Form ADV profile.
Total regulatory AUM
$2,276,577,707
Discretionary
$2,105,481,381
Non-discretionary
$171,096,326
Firm details
- CRD number
- 122307
- SEC file number
- 801-67339
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.