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LEWIS & CLARK PARTNERS, LLC

ST. LOUIS, MO · CRD 299686 · IAPD ↗ · 314-392-5264

$262.9MRegulatory AUM
19Advisory reps
25Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — LEWIS & CLARK PARTNERS, LLC shrank from 26 to 19 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2024 — LEWIS & CLARK PARTNERS, LLC reported RAUM down 28% ($418.5M -> $302.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.