Lewis Mckay Johnson

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 01/2021
  Fundamental Global Investors
  Charlotte, NC
• 01/2013 → Present
  Cwa Asset Management Group
  Naples, FL
• 04/2022 → Present
  Gyroscope Capital Managment Group, Llc.
  Naples, FL

Previous Registrations

• 2014-03-03 → 2015-08-21
  Fgi Investment Strategies, Llc
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-18

Other Names

• Lewis Johnson