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Lewis Ringham

Blacktower Financial Management (US) LLC
9 Years of Experience
Naples, FL
Sells Insurance
View SEC Summary
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Lewis Ringham is a registered investment advisor at Blacktower Financial Management (US) LLC, based in Naples, FL, with 9 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 479 clients with $250M in assets under management.

Blacktower Financial Management (US) LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
479 clients
Average Client Portfolio
$531K average
Assets Under Management
$254.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees for US-based asset management will not exceed 2% annually. UK pension management fees will not exceed 1.50% annually. Third-party managers may charge additional fees up to 1%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Naples, FL

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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 ActivitiesSells Insurance

Lewis is an insurance agent with Amerity Financial, LLC since May 2023, offering insurance products for commission. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Skybound Wealth Management USA, LLC
May 2021 - September 2023 · 2 yrs 4 mos
Beacon Global Advisor Network, LLC
July 2017 - April 2021 · 3 yrs 9 mos
Devere USA INC.
July 2016 - May 2017 · 10 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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