RIA Intel›Advisers›North Carolina›LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC

LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC

Advisory

HOLLY SPRINGS, NC

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in NC
#490
of 516 advisers by AUM
Average account
$584K
across 101 accounts
AUM per adviser
$59M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$58M
Non-Discretionary AUM$1M
Discretionary %97.5%
Total Clients50
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

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OLIN RON INVESTMENT MANAGEMENT CO
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-20.9% 1Y
DOMINION WEALTH MANAGEMENT, LLC
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CAMERON ADVISORS, LLC
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CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
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LAZARUS FINANCIAL PLANNING, LLC
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