Dewitt Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Mystic CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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