D
Dewitt Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,367,809
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,335,488
About
DeWitt Capital Management provides personalized, confidential financial planning and investment management to individuals, trusts and estates. Advisory services described in the brochure include determination of financial objectives, cash-flow and tax planning, insurance review, education funding, retirement and estate planning, and implementation of investment recommendations.
The firm operates on a fee-only basis and does not accept commissions or sell commissioned products, managing accounts on a discretionary basis under client-approved investment policy statements. Investment implementation may include no-load or low-load mutual funds and ETFs, individual equities and bonds, and—when appropriate—options, margin or other trading strategies, with analysis that can draw on fundamental, technical, charting and cyclical methods and periodic portfolio reviews with quarterly reporting.
Noteworthy aspects of the firm include a practice of reviewing clients’ broader financial affairs (often extending to children), weekly account monitoring, and reliance on limited power of attorney to execute discretionary trades on behalf of clients. The brochure also highlights independent custodial arrangements (the adviser does not act as custodian), a written code of ethics, and an explicit refusal to use performance-based fees.
Client services
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
$0 - $3,000,000: 1.00% $3,000,001+: 0.75%
Fee-only: Strictly a fee-only investment management firm; no commissions or other compensation accepted.
Main office location
Dewitt Capital Management LLC
6 Brandon Lane
Mystic CT 06355, United States
Number of offices
1
Most active in
Dewitt Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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