Derek Martin Lewis
Investment adviser representative at Catawba River Capital
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$325.1MFirm assets
Are you Derek Martin Lewis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Catawba River CapitalDec 2020 to now
- R.P. Boggs & Co.Apr 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Catawba River Capital
$325.1MAssets managed
275Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5701113
- Firm CRD
- 134217