# Charles Lewis

> Charles Lewis is a fee-only financial advisor at Lewis Capital Management in Naples, Florida, who holds the CFA credential. Lewis Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-lewis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lewis Capital Management
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $136.8M across 60 accounts
- **Credentials:** CFA
- **CRD:** 1377009 (https://adviserinfo.sec.gov/individual/summary/1377009)
- **SEC registration:** Investment adviser representative in FL, WI
- **Exams passed:** Series 63 (1989)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Charles Lewis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Lewis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Lewis Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Charles Lewis based?

Charles Lewis is based in Naples, Florida.

### What credentials does Charles Lewis hold?

Charles Lewis holds the CFA credential.

### Is Charles Lewis registered with the SEC?

Yes. Charles Lewis is registered as an investment adviser representative in FL and WI (CRD 1377009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lewis Capital Management manage?

Lewis Capital Management reports $136.8M across 60 accounts in assets under management.

### How do I contact Charles Lewis?

Contact details aren't on file yet. Search for Lewis Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1377009): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.