Lewis & Associates Capital Advisors, LLC

  • Financial Services
348 Raleigh ST
Suite B
Holly Springs, NC 27540
919-573-6052
(919) 573-6026 (fax)
Hours:
7a - 7p
  • About

    Founded in 2009, Lewis and Associates Capital Advisors, LLC (LACAL) provides commission free investment wealth and fiduciary services.

    Our core fundamentals are what separates us from most Firms. We are not a Brokerage Firm but rather an advisory Firm that specializes in an active approach to investment management. Active management means that selling during volatile sessions (directly or indirectly via Stop Orders) may mean holding larger Cash positions while the volatility continues until positive momentum indicators state otherwise.

    Another core fundamental is our close watch on the 11 Sectors and their relative Industries within the SP 500. In 2009, it was clear that Health Care was the Sector of choice. It was not unusual for our portfolios to carry a weighted average exceeding 37% in this Sector. The same for the Sector Information Technology in 2017 where our weighted average exceeded 44%. Not all Sectors are going to perform the same year in and year out so it is imperative to move in and out as the Sectors move in and out in order to optimize returns.

  • Whom to Contact

    • Steven Lewis
      348 Raleigh Street, Suite B
      Holly Springs, NC 27540
      Phone: (919) 573-6052
  • Directions

    Located directly across the street of City Hall. Office faces Main Street