LEWIS ASSET MANAGEMENT, LLC
Legal name: LEWIS ASSET MANAGEMENT
CRD #143409 SEC #801-119399 LAFAYETTE, CA 925-284-4033
SEC Registered
Total AUM
$214.3M
Discretionary
$210M
Employees
5
Clients
0
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $214.3M | $210M | $4.4M | 5 | 0 |
| Aug 2025 | $214.3M | $210M | $4.4M | 5 | 0 |
| May 2025 | $214.3M | $210M | $4.4M | 5 | 0 |
| Jan 2025 | $214.3M | $210M | $4.4M | 3 | 0 |
| Nov 2024 | $175.9M | $166.9M | $9M | 3 | 0 |
| Nov 2024 | $175.9M | $166.9M | $9M | 3 | 0 |
| Aug 2024 | $175.9M | $166.9M | $9M | 3 | 0 |
| Mar 2024 | $175.9M | $166.9M | $9M | 3 | 0 |
| Mar 2023 | $153.7M | $138.1M | $15.6M | 3 | 0 |
| Sep 2022 | $141M | $136M | $5M | 3 | 0 |
| May 2022 | $141M | $136M | $5M | 3 | 0 |
| Feb 2022 | $141M | $136M | $5M | 3 | 0 |
| Mar 2021 | $118.2M | $112.4M | $5.8M | 3 | 0 |
| Dec 2020 | $107.6M | $100.1M | $7.4M | 3 | 0 |
| Sep 2020 | $107.6M | $100.1M | $7.4M | 3 | 0 |
| Aug 2020 | $107.6M | $100.1M | $7.4M | 3 | 0 |
| Aug 2012 | $36M | $31.5M | $4.5M | 1 | 200 |
| Jul 2012 | $36M | $31.5M | $4.5M | 1 | 200 |
| Jul 2012 | $36M | $31.5M | $4.5M | 1 | 200 |
| Jun 2012 | $36M | $31.5M | $4.5M | 1 | 200 |
| Jun 2012 | $36M | $31.5M | $4.5M | 1 | 200 |
| Jun 2012 | $37.8M | $33.5M | $4.2M | 1 | 200 |
| May 2012 | $37.8M | $33.5M | $4.2M | 1 | 200 |
| Apr 2012 | $37.8M | $33.5M | $4.2M | 1 | 200 |
| Mar 2012 | $37.8M | $33.5M | $4.2M | 1 | 200 |
| Nov 2011 | $39.2M | $32.6M | $6.6M | 1 | 101 |
| Nov 2011 | $39.2M | $32.6M | $6.6M | 1 | 101 |
| Jun 2011 | $39.2M | $32.6M | $6.6M | 5 | -- |
| Jun 2011 | $39.2M | $32.6M | $6.6M | 5 | -- |
| Feb 2011 | $41M | $39M | $2M | 5 | -- |
| May 2009 | $39.2M | $32.9M | $6.2M | 5 | -- |
| Feb 2009 | $39.2M | $32.9M | $6.2M | 5 | -- |
| Mar 2008 | $36.5M | $28.2M | $8.2M | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$214.3M
Discretionary$210M
Non-Disc.$4.4M
Employees5
Clients0
DateAug 2025
Total AUM$214.3M
Discretionary$210M
Non-Disc.$4.4M
Employees5
Clients0
DateMay 2025
Total AUM$214.3M
Discretionary$210M
Non-Disc.$4.4M
Employees5
Clients0
DateJan 2025
Total AUM$214.3M
Discretionary$210M
Non-Disc.$4.4M
Employees3
Clients0
DateNov 2024
Total AUM$175.9M
Discretionary$166.9M
Non-Disc.$9M
Employees3
Clients0
DateNov 2024
Total AUM$175.9M
Discretionary$166.9M
Non-Disc.$9M
Employees3
Clients0
DateAug 2024
Total AUM$175.9M
Discretionary$166.9M
Non-Disc.$9M
Employees3
Clients0
DateMar 2024
Total AUM$175.9M
Discretionary$166.9M
Non-Disc.$9M
Employees3
Clients0
DateMar 2023
Total AUM$153.7M
Discretionary$138.1M
Non-Disc.$15.6M
Employees3
Clients0
DateSep 2022
Total AUM$141M
Discretionary$136M
Non-Disc.$5M
Employees3
Clients0
DateMay 2022
Total AUM$141M
Discretionary$136M
Non-Disc.$5M
Employees3
Clients0
DateFeb 2022
Total AUM$141M
Discretionary$136M
Non-Disc.$5M
Employees3
Clients0
DateMar 2021
Total AUM$118.2M
Discretionary$112.4M
Non-Disc.$5.8M
Employees3
Clients0
DateDec 2020
Total AUM$107.6M
Discretionary$100.1M
Non-Disc.$7.4M
Employees3
Clients0
DateSep 2020
Total AUM$107.6M
Discretionary$100.1M
Non-Disc.$7.4M
Employees3
Clients0
DateAug 2020
Total AUM$107.6M
Discretionary$100.1M
Non-Disc.$7.4M
Employees3
Clients0
DateAug 2012
Total AUM$36M
Discretionary$31.5M
Non-Disc.$4.5M
Employees1
Clients200
DateJul 2012
Total AUM$36M
Discretionary$31.5M
Non-Disc.$4.5M
Employees1
Clients200
DateJul 2012
Total AUM$36M
Discretionary$31.5M
Non-Disc.$4.5M
Employees1
Clients200
DateJun 2012
Total AUM$36M
Discretionary$31.5M
Non-Disc.$4.5M
Employees1
Clients200
DateJun 2012
Total AUM$36M
Discretionary$31.5M
Non-Disc.$4.5M
Employees1
Clients200
DateJun 2012
Total AUM$37.8M
Discretionary$33.5M
Non-Disc.$4.2M
Employees1
Clients200
DateMay 2012
Total AUM$37.8M
Discretionary$33.5M
Non-Disc.$4.2M
Employees1
Clients200
DateApr 2012
Total AUM$37.8M
Discretionary$33.5M
Non-Disc.$4.2M
Employees1
Clients200
DateMar 2012
Total AUM$37.8M
Discretionary$33.5M
Non-Disc.$4.2M
Employees1
Clients200
DateNov 2011
Total AUM$39.2M
Discretionary$32.6M
Non-Disc.$6.6M
Employees1
Clients101
DateNov 2011
Total AUM$39.2M
Discretionary$32.6M
Non-Disc.$6.6M
Employees1
Clients101
DateJun 2011
Total AUM$39.2M
Discretionary$32.6M
Non-Disc.$6.6M
Employees5
Clients--
DateJun 2011
Total AUM$39.2M
Discretionary$32.6M
Non-Disc.$6.6M
Employees5
Clients--
DateFeb 2011
Total AUM$41M
Discretionary$39M
Non-Disc.$2M
Employees5
Clients--
DateMay 2009
Total AUM$39.2M
Discretionary$32.9M
Non-Disc.$6.2M
Employees5
Clients--
DateFeb 2009
Total AUM$39.2M
Discretionary$32.9M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2008
Total AUM$36.5M
Discretionary$28.2M
Non-Disc.$8.2M
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--