Colter Lewis Investment Partners, LLC
Greenwich, CT·SEC-registered · CRD #297213
Colter Lewis Investment Partners, LLC is an SEC-registered investment advisory firm in Greenwich, CT managing $3.4B across 228 client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.4B
Client accounts
228
Advisory staff
12
Fee model
Fee-based
How Colter Lewis Investment Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Colter Lewis Investment Partners, LLC
How much does Colter Lewis Investment Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/19/2026), Colter Lewis Investment Partners, LLC reports $3.4B in regulatory assets under management across roughly 228 client accounts.
How does Colter Lewis Investment Partners, LLC charge?
Colter Lewis Investment Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Colter Lewis Investment Partners, LLC a fiduciary?
Yes. Colter Lewis Investment Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #297213), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Colter Lewis Investment Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Colter Lewis Investment Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenwich, CT
Profile compiled from Colter Lewis Investment Partners, LLC's public SEC Form ADV filing (CRD #297213, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Colter Lewis Investment Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Colter Lewis Investment Partners, LLC? Claim this profile.