# Lewis-Berkeley Asset Management

> Lewis-Berkeley Asset Management is a state-registered investment advisory firm, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 22, 2024.

- CRD: 127352
- Filed as: LEWIS-BERKELEY ASSET MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 22, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127352
- AdvisorCensus page: https://advisorcensus.com/firm/lewis-berkeley-asset-management-127352

## Quick answers

**How is Lewis-Berkeley Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lewis-Berkeley Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Lewis-Berkeley Asset Management registered with the SEC or a state?**
Lewis-Berkeley Asset Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127352.

**How much does Lewis-Berkeley Asset Management manage?**
Lewis-Berkeley Asset Management reports $7,325,209 in regulatory assets under management in its Form ADV filing dated March 22, 2024 (50% discretionary).

**What types of clients does Lewis-Berkeley Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Lewis-Berkeley Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127352

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,325,209
- Discretionary: $3,657,264
- Non-discretionary: $3,667,945

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,325,209 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lewis-Berkeley Asset Management (CRD 127352): Form ADV filing data as of October 2026.