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LEWIS-BERKELEY ASSET MANAGEMENT

Advisory

Data as of Mar 22, 2024 · Source: SEC Form ADV

Average account

$563K

across 13 accounts

AUM per adviser

$7M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 22, 2024.

Total AUM

$7M

Discretionary %

49.9%

Clients

13

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$7M

Discretionary AUM$4M

Non-Discretionary AUM$4M

Discretionary %49.9%

Total Clients13

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InVA

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

13 clients

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

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Advisers of similar size in VA

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

MCKINNON ASSET MANAGEMENT, INC.

NORFOLK, VA

$7M

-76.3% 1Y

PLANNING WITHIN REACH, LLC

$7M

SIMPLIFY INVESTMENTS

$7M

CARNAHAN CAPITAL MANAGEMENT, LLC

$8M

E*TRADE ADVISORY SERVICES, INC.

ARLINGTON, VA

$8M

PETERS FINANCIAL LLC

$7M

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