Dewitt Capital Management LLC (Westport)

Dewitt Capital Management LLC is an adviser based in Westport. It manages $27.7 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Dewitt Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dewitt Capital Management: assets under management

The assets under management (AUM) of Dewitt Capital Management LLC is $27.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $748.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dewitt Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dewitt Capital Management LLC

Richard Dewitt Nichols has been acting as President since 1 May 1995. Scott Long Nichols joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Dewitt Nichols	President	1 May 1995	75% - 100%	1189864
Scott Long Nichols	Member	1 Jan 2004	Other	4910252
Stacey Dewitt Nichols	Member	1 Jan 2004	Other	4910258

Based in Westport

The principal office where Dewitt Capital Management LLC performs its advisory services is located at 1853 Post Road East, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.