RIA Intel›Advisers›Delaware›BERNSTEIN, JEFFREY, LEWIS

BERNSTEIN, JEFFREY, LEWIS

Advisory

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$240K

across 25 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

OSHER CAPITAL, LLC

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HARDING'S WEALTH MANAGERS, INC.

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ROCKLEDGE PARTNERS, LLC

$6M

-2.5% 1Y

DEER ISLE RESEARCH & MANAGEMENT, LLC

$6M

ORCUS INVESTMENT ADVISORS, LLC

$6M

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