{
  "crd_number": 133619,
  "slug": "lewis-capital-management-beverly-hills-ca-133619",
  "primary_business_name": "LEWIS CAPITAL MANAGEMENT",
  "legal_name": "LEWIS CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-02-17",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 180159001.0,
  "raum_discretionary": 180159001.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 4730754.0,
      "count": 13
    },
    "high_net_worth_individuals": {
      "raum": 173624384.0,
      "count": 70
    },
    "corporations_other_businesses": {
      "raum": 1803863.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MN"
  ],
  "websites": [
    "https://lewiscm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133619",
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/lewis-capital-management-beverly-hills-ca-133619",
  "display_name": "Lewis Capital Management",
  "summary": "Lewis Capital Management is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Lewis Capital Management (CRD 133619): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Lewis Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lewis Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Lewis Capital Management charge?",
      "a": "Its Form ADV Part 2A brochure dated January 29, 2026 states: Hourly rate: $250 an hour (consult with LCM). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lewis Capital Management located?",
      "a": "Lewis Capital Management's principal office is in Beverly Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Lewis Capital Management registered with the SEC or a state?",
      "a": "Lewis Capital Management is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133619."
    },
    {
      "q": "How much does Lewis Capital Management manage?",
      "a": "Lewis Capital Management reports $180,159,001 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lewis Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lewis Capital Management: Regulatory assets under management: $154,828,637 in the October 2021 data and $180,159,001 in the October 2026 data, up 16%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lewis Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (13)."
    },
    {
      "q": "Which custodians does Lewis Capital Management use?",
      "a": "Lewis Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lewis Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133619"
    },
    {
      "q": "Does Lewis Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 29, 2026 says: \"The minimum portfolio size for ongoing management is $500,000, negotiable at Scott Lewis’ discretion, and we generally combine family accounts to meet the minimum.\""
    },
    {
      "q": "What changed in Lewis Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 154828637.0,
      "total_employees": 1,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 206785486.0,
      "total_employees": 1,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 160212199.0,
      "total_employees": 1,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 165765656.0,
      "total_employees": 1,
      "filing_date": "2024-02-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 159393056.0,
      "total_employees": 1,
      "filing_date": "2025-06-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 180159001.0,
      "total_employees": 1,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $159,393,056 to $180,159,001 (+13%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (consult with LCM)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum portfolio size for ongoing management is $500,000, negotiable at Scott Lewis’ discretion, and we generally combine family accounts to meet the minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (consult with LCM)"
        ],
        "quotes": [
          "Some individuals and institutions may wish to consult with LCM on an hourly basis. Fees for such services will generally be $250 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consult with LCM"
        }
      ]
    },
    "quotes": [
      "The minimum portfolio size for ongoing management is $500,000, negotiable at Scott Lewis’ discretion, and we generally combine family accounts to meet the minimum.",
      "Some individuals and institutions may wish to consult with LCM on an hourly basis. Fees for such services will generally be $250 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lewis-capital-management-beverly-hills-ca-133619.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 4730754.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 70,
      "fewer_than_5": false,
      "raum": 173624384.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1803863.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133619",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}