Charles Lewis
Lewis Capital Management · Naples, Florida
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.
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Facts
| Firm | Lewis Capital Management |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $136.8M across 60 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, WI · CRD 1377009 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Charles's firm compares
- Lewis Capital Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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