RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, DOUGLAS, JOELIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, LINDA, PEREZIMEMBERD Control
LEWIS, DOUGLAS, JOELIMEMBERC Control
LEWIS, DOUGLAS, JOELIMEMBERC Control
LEWIS, LINDA, PEREZIMEMBERC Control
LEWIS, LINDA, PEREZIMEMBERC Control
SMITH, TROY, MCKAYIMANAGING MEMBERB Control
SMITH, TROY, MCKAYIMANAGING MEMBERB Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (4)

FL NC TX VA

Address

1611 EAST MILLBROOK ROAD
RALEIGH, NC 27609
United States
Phone: 919-872-7000