Charles
Lewis
Lewis Capital Management
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About this Advisor
Charles Lewis is a financial advisor based in Naples, Florida, working with Lewis Capital Management. Charles has previously held a position at Lewis Capital Mgmt. Charles has passed the Series 63 regulatory exam and is registered to provide services in Florida and Wisconsin. Currently, Charles is part of Lewis Capital Management, which operates out of Naples, Florida. The firm has 1 employee and manages assets totaling $117.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Lewis Capital Management includes asset-based fees.
Certifications and Registrations
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Lewis Capital Management Brokerage Details
$117,870,565
1
190
$620,371
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Lewis Work History
Lewis Capital Mgmt
Disclosures
Please visit the SEC profile of Charles Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lewis Capital Management
Naples, FL
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