Xavier Lewis
Lotusgroup Advisors · Denver, Colorado
Xavier Lewis is a fee-only financial advisor at Lotusgroup Advisors in Denver, Colorado. Lotusgroup Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Xavier →
Facts
| Firm | Lotusgroup Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $286.0M across 720 accounts |
| SEC registration | Investment adviser representative in CA, CO, NE, NH, NY, TX · CRD 6581492 |
| Exams passed | Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.lgadvisors.com |
How Xavier's firm compares
- Lotusgroup Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 720 accounts).
Request an introduction to Xavier
Tell Xavier a little about what you're looking for. Xavier isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Xavier
Is Xavier Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Xavier holds no broker registration, and Lotusgroup Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Xavier charge for financial advice?
Xavier's firm, Lotusgroup Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Xavier Lewis based?
Xavier Lewis is based in Denver, Colorado.
Is Xavier Lewis registered with the SEC?
Yes. Xavier Lewis is registered as an investment adviser representative in CA, CO, NE, NH, NY and TX (CRD 6581492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lotusgroup Advisors manage?
Lotusgroup Advisors reports $286.0M across 720 accounts in assets under management.
How do I contact Xavier Lewis?
Through Xavier's website, www.lgadvisors.com.
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.
See something wrong? Request a correction. Read our methodology.