# Elizabeth Lewis

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

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

## Facts

- **Firm:** Maple Capital Management
- **Based in:** Montpelier, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.58B across 3,579 accounts
- **Credentials:** CFA
- **CRD:** 4717463 (https://adviserinfo.sec.gov/individual/summary/4717463)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 63 (2004)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** http://www.maplecapital.com

## Frequently asked questions

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

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

### How does Elizabeth charge for financial advice?

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

### Where is Elizabeth Lewis based?

Elizabeth Lewis is based in Montpelier, Vermont.

### What credentials does Elizabeth Lewis hold?

Elizabeth Lewis holds the CFA credential.

### Is Elizabeth Lewis registered with the SEC?

Yes. Elizabeth Lewis is registered as an investment adviser representative in VT (CRD 4717463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Maple Capital Management manage?

Maple Capital Management reports $2.58B across 3,579 accounts in assets under management.

### How do I contact Elizabeth Lewis?

Through Elizabeth's website, www.maplecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4717463): 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.