Individual Securities
Research-driven advisory for clients who prefer individual stocks and bonds, with sector-aware positioning, technical overlays, and disciplined trade execution.
Lewis & Associates Capital Advisors, LLC provides personalized investment management, retirement planning, and fiduciary guidance for individuals, families, and businesses in Chapel Hill and throughout North Carolina. With disciplined research, individual securities, and ongoing portfolio adjustments, the firm helps clients pursue their financial goals while responding thoughtfully to market volatility and changing priorities.
Personalized fiduciary guidance for investing, retirement planning, portfolio management, and business retirement benefits.
Research-driven advisory for clients who prefer individual stocks and bonds, with sector-aware positioning, technical overlays, and disciplined trade execution.
Personalized investment management combines evidence-based research, advanced tax-integrated strategy, and proactive guidance for business owners, high-income families, and complex financial lives.
Ongoing portfolio management includes defining objectives, creating allocation plans, monitoring investments, measuring performance, managing risk, and recommending strategy adjustments.
Advisory guidance helps businesses establish and manage 401(k) and other corporate retirement plans, including plan structure, investment options, and ongoing management.
Retirement plan solutions support small businesses through plan design, fiduciary guidance, employee education, and investment oversight for their teams.
Annuity reviews consider your existing portfolio and retirement income objectives to help determine whether an annuity may fit your broader financial strategy.
Chapel Hill clients receive individualized advice rather than a cookie-cutter portfolio or call-center experience. Lewis & Associates combines disciplined research, individual securities, active sector management, and ongoing communication to help individuals, families, and organizations pursue their goals. As a North Carolina fiduciary firm, the practice develops financial roadmaps that can adapt as priorities, portfolios, and market conditions change.
Clients receive direct, personalized guidance from an independent fiduciary advisory firm.
The firm has a fiduciary obligation to act in clients’ best interests throughout its advisory relationship.
Investment strategies are tailored to individual goals rather than built from cookie-cutter model portfolios.
Sector-driven management and ongoing adjustments help address changing goals and market conditions in North Carolina.
Chapel Hill clients can connect with a firm serving communities across North Carolina, including nearby Triangle locations.
Experienced, personalized leadership for clients across North Carolina.
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.
There is no universal asset level that determines whether financial advice is appropriate. The right fit depends on your goals, financial complexity, need for portfolio management, and preferred advisory relationship. Lewis & Associates works with individuals, families, business owners, and organizations on investment planning, asset management, retirement decisions, and individual securities. Advisory fees are charged monthly for assets under management, with specific pricing available from the advisor.
Talk with the advisory team about your goals, circumstances, and next steps.
The firm serves Chapel Hill and communities throughout North Carolina from its Holly Springs and Raleigh offices.
North Carolina
Primary Coverage
Holly Springs and Raleigh
Listed Offices
Local Service Area
Chapel Hill Access
Contact the firm to confirm service availability and discuss your financial priorities.
Share your goals and questions so the advisory team can discuss potential next steps and service fit.
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.