Advisor at Dwight Investment Counsel
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dwight Investment Counsel
Location
Holderness, NH
Credentials
Series 65
Industry experience
4 years
Lawrence Dwight III is the principal advisor at Dwight Investment Counsel, holding a Series 65 credential with four years of industry experience. Prior to founding his firm in 2019, he worked at Stericycle, Inc. and Lance Dwight Media, LLC. Dwight Investment Counsel is a state-registered investment adviser that provides personalized financial advice and discretionary portfolio management to individuals, families, business entities, and trusts. The firm emphasizes fundamental analysis with a focus on individual equities and low-cost ETFs for long-term growth, while using fixed income and money market funds for liquidity and stability, and manages accounts on a discretionary basis with quarterly reviews.
Based on Dwight Investment Counsel
$0 - $1,000,000: 1.2% per year $1,000,000 - $2,000,000: 0.9% per year $2,000,000 - $5,000,000: 0.6% per year $5,000,000+: 0.45% per year
Holderness, NH
New Hampshire
Dwight Investment Counsel, LLC
2019 - Present (7 years)
Stericycle, Inc.
2016 - 2020 (4 years)
Lance Dwight Media, LLC
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Aventus Investment Advisors, Inc.
Series 63, Series 65
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Oak Grove Capital, LLC
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Mariner
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