Data / Investment advisers / California / Lewis Capital Management
Lewis Capital Management, Beverly Hills, CA: $180 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lewis Capital Management is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $180 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 133619
- SEC file number
- 801-63956
- SEC status
- Approved, effective February 17, 2005
- Legal name
- Lewis Capital Management, LLC
- Main office
- 9454 Wilshire Blvd. Suite M1, Beverly Hills, CA 90212
- Phone
- (310) 276-1262
- Website
- lewiscm.com
- Regulatory AUM
- $180,159,001 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $180,159,001
- Accounts
- 184
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $173.6 million |
| Individuals (other than high net worth individuals) | 13 | $4.7 million |
| Corporations or other businesses | Fewer than 5 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $180.2 million | January 29, 2026 |
| December 1, 2025 | $159.4 million | October 27, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tiller Partners, LLC | Beverly Hills | $261.5 million | Not listed | adviserinfo.sec.gov |
| Galliott Capital Advisors, LLC | Beverly Hills | $249 million | 5 | adviserinfo.sec.gov |
| Great Gable Wealth Management, LLC | Beverly Hills | $220.5 million | Not listed | adviserinfo.sec.gov |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills | $187 million | Not listed | adviserinfo.sec.gov |
| Tryperion Manager LLC | Beverly Hills | $184 million | 1 | adviserinfo.sec.gov |
| Jaffe Asset Management LLC | Beverly Hills | $116.2 million | Not listed | adviserinfo.sec.gov |
| Group 11 | Beverly Hills | Not listed | 23 | adviserinfo.sec.gov |
| Kairos Venture Investments, LLC | Beverly Hills | Not listed | 19 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lewis Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.