LEWIS FINANCIAL MANAGEMENT, LLC
CRD #116344 SEC #801-60666 RALEIGH, NC 919-872-7000
SEC Registered
Total AUM
$431.2M
Discretionary
$0
Employees
2
Clients
101
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $431.2M | $0 | $431.2M | 2 | 46 |
| Mar 2024 | $415.3M | $0 | $415.3M | 5 | 46 |
| Mar 2023 | $357.1M | $0 | $357.1M | 5 | 46 |
| Mar 2022 | $417.5M | $0 | $417.5M | 6 | 44 |
| Mar 2021 | $393.3M | $0 | $393.3M | 6 | 38 |
| Oct 2020 | $373.4M | $0 | $373.4M | 6 | 183 |
| Jun 2020 | $373.4M | $0 | $373.4M | 6 | 183 |
| Mar 2020 | $373.4M | $0 | $373.4M | 6 | 183 |
| Mar 2019 | $323M | $0 | $323M | 6 | 74 |
| Jul 2018 | $298.3M | $0 | $298.3M | 7 | 74 |
| Mar 2018 | $298.3M | $0 | $298.3M | 7 | 74 |
| Aug 2017 | $287.3M | $0 | $287.3M | 7 | 100 |
| Apr 2017 | $287.3M | $0 | $287.3M | 7 | 100 |
| Mar 2017 | $287.3M | $0 | $287.3M | 7 | 100 |
| Mar 2016 | $218.7M | $0 | $218.7M | 7 | 100 |
| Mar 2015 | $214.6M | $0 | $214.6M | 7 | 100 |
| Mar 2014 | $171.4M | $0 | $171.4M | 6 | 100 |
| Mar 2013 | $145.4M | $0 | $145.4M | 6 | 26 |
| Mar 2012 | $131.3M | $0 | $131.3M | 6 | 26 |
| Mar 2011 | $140.6M | $0 | $140.6M | 10 | -- |
| Mar 2010 | $129.1M | $0 | $129.1M | 5 | -- |
| Mar 2007 | $162.6M | $0 | $162.6M | 5 | -- |
| Jan 2005 | $99.5M | $0 | $99.5M | 5 | -- |
| Mar 2004 | $99.5M | $0 | $99.5M | 5 | -- |
| Mar 2002 | $80.5M | $0 | $80.5M | 5 | -- |
| Oct 2001 | $82.9M | $0 | $82.9M | 5 | -- |
DateMar 2025
Total AUM$431.2M
Discretionary$0
Non-Disc.$431.2M
Employees2
Clients46
DateMar 2024
Total AUM$415.3M
Discretionary$0
Non-Disc.$415.3M
Employees5
Clients46
DateMar 2023
Total AUM$357.1M
Discretionary$0
Non-Disc.$357.1M
Employees5
Clients46
DateMar 2022
Total AUM$417.5M
Discretionary$0
Non-Disc.$417.5M
Employees6
Clients44
DateMar 2021
Total AUM$393.3M
Discretionary$0
Non-Disc.$393.3M
Employees6
Clients38
DateOct 2020
Total AUM$373.4M
Discretionary$0
Non-Disc.$373.4M
Employees6
Clients183
DateJun 2020
Total AUM$373.4M
Discretionary$0
Non-Disc.$373.4M
Employees6
Clients183
DateMar 2020
Total AUM$373.4M
Discretionary$0
Non-Disc.$373.4M
Employees6
Clients183
DateMar 2019
Total AUM$323M
Discretionary$0
Non-Disc.$323M
Employees6
Clients74
DateJul 2018
Total AUM$298.3M
Discretionary$0
Non-Disc.$298.3M
Employees7
Clients74
DateMar 2018
Total AUM$298.3M
Discretionary$0
Non-Disc.$298.3M
Employees7
Clients74
DateAug 2017
Total AUM$287.3M
Discretionary$0
Non-Disc.$287.3M
Employees7
Clients100
DateApr 2017
Total AUM$287.3M
Discretionary$0
Non-Disc.$287.3M
Employees7
Clients100
DateMar 2017
Total AUM$287.3M
Discretionary$0
Non-Disc.$287.3M
Employees7
Clients100
DateMar 2016
Total AUM$218.7M
Discretionary$0
Non-Disc.$218.7M
Employees7
Clients100
DateMar 2015
Total AUM$214.6M
Discretionary$0
Non-Disc.$214.6M
Employees7
Clients100
DateMar 2014
Total AUM$171.4M
Discretionary$0
Non-Disc.$171.4M
Employees6
Clients100
DateMar 2013
Total AUM$145.4M
Discretionary$0
Non-Disc.$145.4M
Employees6
Clients26
DateMar 2012
Total AUM$131.3M
Discretionary$0
Non-Disc.$131.3M
Employees6
Clients26
DateMar 2011
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees10
Clients--
DateMar 2010
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees5
Clients--
DateMar 2007
Total AUM$162.6M
Discretionary$0
Non-Disc.$162.6M
Employees5
Clients--
DateJan 2005
Total AUM$99.5M
Discretionary$0
Non-Disc.$99.5M
Employees5
Clients--
DateMar 2004
Total AUM$99.5M
Discretionary$0
Non-Disc.$99.5M
Employees5
Clients--
DateMar 2002
Total AUM$80.5M
Discretionary$0
Non-Disc.$80.5M
Employees5
Clients--
DateOct 2001
Total AUM$82.9M
Discretionary$0
Non-Disc.$82.9M
Employees5
Clients--