Individual Securities
Research-driven advisory for clients who prefer individual stocks and bonds, with disciplined positioning, technical overlays, and trading oversight tailored to their objectives.
Elite Wealth Management Group provides personalized investment planning, asset management, retirement guidance, and individual securities advisory services through a fiduciary approach. Designed for individuals, families, retirees, business owners, and organizations, the firm combines disciplined research with ongoing portfolio oversight and tailored financial roadmaps to help clients pursue their goals while navigating changing market conditions.
Personalized investment, retirement, and portfolio guidance for individuals, families, business owners, and organizations.
Research-driven advisory for clients who prefer individual stocks and bonds, with disciplined positioning, technical overlays, and trading oversight tailored to their objectives.
Personalized investment planning combines portfolio management, tax-integrated strategy, evidence-based research, and proactive communication for complex financial lives.
Ongoing asset management includes objective setting, allocation planning, portfolio construction, monitoring, performance measurement, risk management, and strategy reviews.
Guidance for businesses establishing and managing retirement benefits, including plan structure, investment options, and ongoing management support.
Retirement plan support for small businesses includes plan design, fiduciary guidance, employee education, and investment oversight for participating teams.
Annuity guidance reviews existing portfolio exposure and retirement income objectives to help determine whether annuities fit within a broader strategy.
Elite Wealth Management Group delivers individualized guidance rather than cookie-cutter portfolios or call-center service. The firm helps clients create and preserve wealth through investment planning, actively managed portfolios, retirement strategies, and fiduciary advice. Clients can receive ongoing adjustments as goals change, with research-driven decisions designed around priorities, risk considerations, and the realities of their financial lives across North Carolina.
Receive direct, personalized guidance from an independent fiduciary advisory firm.
The firm maintains a fiduciary obligation to act in clients’ best interests throughout advisory relationships.
Investment strategies are tailored to client priorities and adjusted as financial goals change.
Commission-free investment wealth and fiduciary services support a more transparent advisory experience.
North Carolina clients receive actively managed investment guidance rather than brokerage-style buy-and-hold investing.
Personalized guidance from the firm’s founder and principal advisor.
Owner, Principal and Chief Compliance Officer
Steven Kent Lewis is the Owner, Principal, and Chief Compliance Officer of Lewis & Associates Capital Advisors, LLC, which he founded in 2009 to provide commission-free investment wealth and fiduciary services to clients throughout North Carolina. Prior to establishing the firm, Steven gained valuable industry experience working with Brookstone Capital Management and USA Financial Securities Corporation. He furthered his expertise by earning a Master of Science in Financial Services in 2012 and holds the prestigious CFS® (Certified Fund Specialist) designation. With 17 years in business, Steven specializes in personalized, actively managed wealth and retirement planning strategies designed to help individuals, families, trusts, and organizations create and preserve wealth. As a fiduciary, he is committed to acting in his clients' best interests, offering transparent, tailored financial roadmaps that adapt as goals evolve. Steven proudly serves clients from his offices in Holly Springs and Raleigh, North Carolina.
The firm offers investment planning, asset management, individual securities advisory, annuity planning, and corporate retirement plan services. Guidance is designed for individuals, families, retirees, business owners, employers, and organizations with varied financial priorities. Services may include portfolio construction, investment oversight, retirement planning, risk management, and ongoing strategy reviews based on the client’s circumstances and objectives.
Connect with the advisory team for a personalized conversation about your next steps.
Share your goals and financial priorities so the advisory team can help identify an appropriate next step.
For immediate assistance, feel free to give us a direct call at 984-225-4044. You can also send us a quick email at slewis@lacapitaladvisors.com.
For immediate assistance, feel free to give us a direct call at 984-225-4044. You can also send us a quick email at slewis@lacapitaladvisors.com.