Public Disclosure Files for Lewis Financial

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Public Disclosure Documents/Electronic Delivery Disclaimer

We are required to make available our firm disclosure documents, which may include the: ADV Part 2A, 2B, Part 3 (Form CRS), privacy policy, business continuity plan, and other general information regarding our practice.

At a minimum, our firm brochures will contain a summary of our business services, activities, fees, education, background, brokerage activities, and material changes (when applicable).

The firm Business Continuity plan, an overview of our emergency provisions, and the Code of Ethics, a summary of our firm fiduciary standards is available upon request.

By entering your name above, you specifically acknowledge as part of your acceptance of the terms for viewing this page, that documents to be delivered electronically will contain public information regarding the firm’s business practices.