Dwight Investment Counsel
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$398,470
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$44,274
About
Dwight Investment Counsel provides discretionary portfolio management and personalized financial advice to individuals, families, trusts, and business entities with an emphasis on long-term wealth preservation and growth. The firm’s client mix excludes non‑high‑net‑worth (non‑HNW) individual clients, and it allows clients to impose reasonable restrictions on securities, asset types, or sectors.
The firm’s investment process relies on straightforward fundamental analysis, a preference for equities for longer time horizons, and the use of low‑cost ETFs or fixed income where appropriate to manage volatility and liquidity needs. Accounts are managed on a discretionary basis with asset allocation tailored to each client’s goals and risk tolerance, and reviews are performed at least quarterly; tax consequences are considered but clients are advised to consult independent tax professionals.
Notable distinctions include a very small client base and a temporary pause in active asset management while the firm re‑establishes registration, as disclosed in the brochure. The firm follows the CFA Institute’s Code of Ethics, recommends Charles Schwab as custodian (disclosing receipt of soft‑dollar benefits), and does not accept proxy‑voting authority; the principal’s non‑traditional educational and professional background and family investment legacy are also highlighted as part of the firm’s profile.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$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
Most active in
Dwight Investment Counsel has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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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