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Trustee of the Lewis Family Trust Dated February 28, 2002 · Lewis Capital Management

Diane M. Lewis

CRD 8236180 · Named on Form ADV at one SEC-registered adviser

At a glance

Lewis Capital Management, an SEC-registered wealth manager based in Beverly Hills, CA with $180 million in regulatory assets, lists Diane M. Lewis on its Form ADV as Trustee of the Lewis Family Trust Dated February 28, 2002, a control person.

Firms and roles

  • Lewis Capital ManagementTrustee of the Lewis Family Trust Dated February 28, 2002Wealth manager · Beverly Hills, CA · $180M in regulatory assets

AtlasMembers

Diane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott C. LewisChief Compliance Officer & Portfolio Manager, Lewis Capital Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.