Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
415 clients
Average Client Portfolio
$190K average
Assets Under Management
$78.7M

Fee Structure

Minimum Investment:$10K
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Location

4222 Grantline Road, New Albany, IN, 47150

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lew is involved in The Action Bros., an entertainment business focused on magic and mime. This takes a few hours per week.

Employment History
Current Registrations
American Capital Management, INC.
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Highland Financial Management, INC
September 1994 - May 2012 · 17 yrs 8 mos
State Registrations2 states
INKY
Advisor
Exams
No exam information available for this advisor.