Mark Lewis is a control person of Krilogy Financial and directly owns under 5% of it. Mark Lewis holds a Bachelor's degree from Georgetown University and an MBA in Finance from Washington University in St. Louis.
Krilogy Financial is an investment adviser based in St. Louis, MO, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $5.2 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
Mark B. Lewis is Senior Partner & Chief Financial Officer of Krilogy. He joined Krilogy in 2023. Before joining Krilogy he was Chief Financial Officer for Decide, and he has held a variety of leadership positions with private equity and venture capital firms. He is a past board member for Downtown STL, Inc. and a current director for the Western Golf Association's Evans Scholars Foundation.
- CRD
- 4561231
- Firm
- Krilogy Financial · CRD 149046
- Role
- Chief Financial Officer
- In role since
- August 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- St. Louis, MO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- krilogy.com
Where does Mark Lewis work?
Mark Lewis has been Chief Financial Officer of Krilogy Financial LLC since August 2023, and is a control person of the firm.
How can I verify Mark Lewis’ record?
Mark Lewis’ role is listed on Krilogy Financial LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 149046.
