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Lewis Advisory Group, LLC (San Diego)


Lewis Advisory Group, LLC is a large advisory firm based in San Diego. It manages $33.13 million of regulatory assets for 185 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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Lewis Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lewis Advisory Group: assets under management

The assets under management (AUM) of Lewis Advisory Group, LLC is $33.13 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.13 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lewis Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Lewis Advisory Group, LLC performs its advisory services is located at 7290 Navajo Rd., San Diego, CA 92119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-203-8847. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.lewisadvisorygroup.com.


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