James Mcmahon Lewis
Investment adviser representative at Capital Investment Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
Are you James Mcmahon 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Capital Investment Advisors, LLCSep 2013 to now
- Wela Strategies, Inc.Sep 2013 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 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
- 6274496
- Firm CRD
- 158055