# The Lewis Financial Group

> The Lewis Financial Group is an SEC-registered investment advisory firm in Ashburn, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 315692
- Filed as: THE LEWIS FINANCIAL GROUP
- Legal name: Genesis Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ashburn, VA
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315692
- AdvisorCensus page: https://advisorcensus.com/firm/the-lewis-financial-group-ashburn-va-315692

## Quick answers

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

**How much does The Lewis Financial Group charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $350 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Lewis Financial Group located?**
The Lewis Financial Group's principal office is in Ashburn, VA, according to its Form ADV.

**Is The Lewis Financial Group registered with the SEC or a state?**
The Lewis Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315692.

**How much does The Lewis Financial Group manage?**
The Lewis Financial Group reports $482,357,468 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**How have The Lewis Financial Group's assets and staff changed since 2021?**
In the Form ADV data for The Lewis Financial Group: Regulatory assets under management: $265,492,656 in the October 2022 data and $482,357,468 in the October 2026 data, up 82%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Lewis Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (179); individuals (other than high net worth individuals) (129).

**Which custodians does The Lewis Financial Group use?**
The Lewis Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Lewis Financial Group 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/315692

**Does The Lewis Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "LFG generally requires a minimum initial investment of $1,000,000 for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances."

**What changed in The Lewis Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $313,916,045 to $482,357,468 (+54%). Registered or notice-filed in WV.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> LFG generally requires a minimum initial investment of $1,000,000 for investment management services. The firm, in its sole discretion, will accept clients based upon each client’s particular circumstances.

- Hourly rate: $350 an hour (financial planning and/or consulting services)

> Fees for financial planning and/or consulting services are billed on an hourly or fixed rate in advance. Hourly fees generally range up to $350 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))
- Wells Fargo Clearing Services, LLC

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: $482,357,468
- Discretionary: $482,357,468
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $40,731,852 |
| High net worth individuals | 179 | $441,625,616 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CT, FL, LA, MA, MD, NC, NH, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lewisprivatewealth.com
- thelewisfinancialgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 4 | July 23, 2021 |
| October 2022 | $265,492,656 | 4 | March 29, 2022 |
| October 2023 | $229,289,723 | 5 | March 29, 2023 |
| October 2024 | $266,491,944 | 5 | April 1, 2024 |
| October 2025 | $313,916,045 | 5 | March 31, 2025 |
| October 2026 | $482,357,468 | 6 | July 16, 2026 |

Regulatory assets under management: $265,492,656 in the October 2022 data and $482,357,468 in the October 2026 data, up 82%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $313,916,045 to $482,357,468 (+54%).
- Registered or notice-filed in WV.

### December 2025
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Lewis Financial Group (CRD 315692): Form ADV filing data as of October 2026.