Keith Lewis
Keith Lewis is a registered investment advisor at Omega Wealth Private Capital LLC, based in Cincinnati, OH, with 3 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 286 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges between 0.25% and 2.00% and is negotiable based on account value and complexity.
Fee Estimator
Location
7870 E. Kemper Road, #430, Cincinnati, OH, 45249
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is an insurance producer, starting in February 2025. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Omega Wealth Private Capital LLC
Previous Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations3 states
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
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