# Witter & Lester Inc

> Witter & Lester Inc is a state-registered investment advisory firm, registered since 1991, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 133913
- Filed as: WITTER & LESTER INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Alabama
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133913
- AdvisorCensus page: https://advisorcensus.com/firm/witter-and-lester-inc-133913

## Quick answers

**How is Witter & Lester Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Witter & Lester Inc reports these compensation arrangements: a percentage of assets under its management.

**Is Witter & Lester Inc registered with the SEC or a state?**
Witter & Lester Inc is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 133913.

**How much does Witter & Lester Inc manage?**
Witter & Lester Inc reports $9,769,512 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**What types of clients does Witter & Lester Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Witter & Lester Inc 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/133913

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,769,512
- Discretionary: $9,769,512
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $9,769,512 |

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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- 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. Witter & Lester Inc (CRD 133913): Form ADV filing data as of October 2026.