# Lewis Capital Management

> 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.

- CRD: 133619
- Filed as: LEWIS CAPITAL MANAGEMENT
- Legal name: Lewis Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133619
- AdvisorCensus page: https://advisorcensus.com/firm/lewis-capital-management-beverly-hills-ca-133619

## Quick answers

**How is Lewis Capital Management compensated?**
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.

**How much does Lewis Capital Management charge?**
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.

**Where is Lewis Capital Management located?**
Lewis Capital Management's principal office is in Beverly Hills, CA, according to its Form ADV.

**Is Lewis Capital Management registered with the SEC or a state?**
Lewis Capital Management is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133619.

**How much does Lewis Capital Management manage?**
Lewis Capital Management reports $180,159,001 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Lewis Capital Management's assets and staff changed since 2021?**
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.

**What types of clients does Lewis Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (13).

**Which custodians does Lewis Capital Management use?**
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.

**Does Lewis Capital Management report any disciplinary disclosures?**
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

**Does Lewis Capital Management state an account minimum?**
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."

**What changed in Lewis Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (consult with LCM)

> Some individuals and institutions may wish to consult with LCM on an hourly basis. Fees for such services will generally be $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $180,159,001
- Discretionary: $180,159,001
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $4,730,754 |
| High net worth individuals | 70 | $173,624,384 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,803,863 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lewiscm.com](https://lewiscm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,828,637 | 1 | March 11, 2021 |
| October 2022 | $206,785,486 | 1 | March 8, 2022 |
| October 2023 | $160,212,199 | 1 | March 17, 2023 |
| October 2024 | $165,765,656 | 1 | February 21, 2024 |
| October 2025 | $159,393,056 | 1 | June 9, 2025 |
| October 2026 | $180,159,001 | 1 | March 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $159,393,056 to $180,159,001 (+13%).

### January 2026
- No longer registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lewis Capital Management (CRD 133619): Form ADV filing data as of October 2026.