Scott Lewis has been Chief Compliance Officer & Portfolio Manager of Lewis Capital Management since December 1999, is a control person of the firm and directly owns 75% or more of it. Scott Lewis holds a Bachelor's degree in economics from UC Berkeley and a Law degree from the University of Michigan.
Lewis Capital Management, LLC is a Beverly Hills, CA firm with $180M under management, 83 clients and 1 adviser in one office, as of its March 2026 filing.
Scott Lewis is Chief Investment Officer and Portfolio Manager/Analyst of Lewis Capital Management, based in Beverly Hills, California. He founded the firm in 2000. Earlier he was an associate portfolio manager and analyst at Joel R. Mogy Investment Counsel, Inc. from 1997 to 2000, and a securities attorney at Latham & Watkins from 1991 to 1997.
- Lewis Capital ManagementCurrent– present · 21 yearsBeverly Hills, CA · Adviser representative · Firm CRD 133619
Professional designations
Listed by Lewis Capital Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Scott Lewis is registered as an investment adviser representative in California, since February 2005.
- CaliforniaSince 23 February 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Craig Lewis
- CRD
- 4918055
- Firm
- Lewis Capital Management · CRD 133619
- Role
- Chief Compliance Officer & Portfolio Manager
- Office
- 9454 WILSHIRE BLVD., SUITE M1, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lewiscm.com
Where does Scott Lewis work?
Scott Lewis has been Chief Compliance Officer & Portfolio Manager of Lewis Capital Management, LLC since December 1999, and is a control person of the firm.
Is Scott Lewis a financial advisor?
Yes. Scott Lewis has a current investment-adviser registration in California, through Lewis Capital Management since February 2005.
How many years of experience does Scott Lewis have?
Scott Lewis has 21 years in the financial industry, since February 2005, across 1 adviser firm.
What exams has Scott Lewis passed?
Scott Lewis passed the Series 65 in June 2000.
Where is Scott Lewis based?
Scott Lewis’ registered office is in Beverly Hills, CA.
Is Scott Lewis registered with FINRA?
No. Scott Lewis has no current broker registration.
Is Scott Lewis a CFA charterholder?
Lewis Capital Management lists Scott Lewis with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Scott Lewis’ record?
Search CRD 4918055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Lewis’ full registration record.
- Diane LewisTrustee of the Lewis Family Trust Dated February 28, 2002