# Lewis Weil Co.

> Lewis Weil Co. is a state-registered investment advisory firm in Austin, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 332194
- Filed as: LEWIS WEIL CO.
- Legal name: Lewis Weil Company LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332194
- AdvisorCensus page: https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194

## Quick answers

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

**Where is Lewis Weil Co. located?**
Lewis Weil Co.'s principal office is in Austin, TX, according to its Form ADV.

**Is Lewis Weil Co. registered with the SEC or a state?**
Lewis Weil Co. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332194.

**How much does Lewis Weil Co. manage?**
Lewis Weil Co. reports $8,200,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**What types of clients does Lewis Weil Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103).

**Does Lewis Weil Co. 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/332194

## 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: $8,200,000
- Discretionary: $8,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $8,200,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lewisweil.com
- Instagram @lewisweil
- LinkedIn @lewisweil

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lewis Weil Co. (CRD 332194): Form ADV filing data as of October 2026.