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They include 6,315 individual clients, 1,376 high-net-worth individuals and 100 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does J.derek Lewis & Associates offer?","answer":"J.derek Lewis & Associates provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does J.derek Lewis & Associates charge?","answer":"J.derek Lewis & Associates charges 0.50%–1.00% for its Investment Advisory Fees. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears.","source":"JDLA ADV - 2026, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does J.derek Lewis & Associates use?","answer":"J.derek Lewis & Associates’ separately managed account assets are held at Capital Client Group, Inc. (Los Angeles, CA), with $1.34B and Charles Schwab & Co., Inc. (Phoenix, AZ), with $862M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does J.derek Lewis & Associates have?","answer":"J.derek Lewis & Associates has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does J.derek Lewis & Associates invest in?","answer":"At the end of its last fiscal year, J.derek Lewis & Associates’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns J.derek Lewis & Associates?","answer":"J.derek Lewis & Associates’ direct owners are Kathryn Espinili, Reny Vessela Greenleaf, Robert Knutsen, Kelly Dunagan, Douglas Hyepock, Andrew Vidal, Rion Dalby and Mark Ferdi, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does J.derek Lewis & Associates get paid?","answer":"J.derek Lewis & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact J.derek Lewis & Associates?","answer":"J.derek Lewis & Associates’ main office is at 3991 Macarthur BLVD, 4th Floor, Newport Beach, CA 92660-3032. Its phone number is 949-752-9096. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}