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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-1997
- Office Locations
- 2
Office Locations
About Dewitt Capital Management
DeWitt Capital Management (InFocus Wealth Strategies) provides ADHD-informed financial planning and discretionary investment management for high-earning professionals, entrepreneurs, and families. The firm helps clients build durable money systems (budgeting, automation, investing) and offers ongoing, tax-efficient portfolio management with regular check-ins and “body-doubling” support. Custody includes Schwab and Altruist.
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Owner & Executives
DAVID TREAT DEWITT
Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #1055072
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID HUNTER DEWITT
Financial Planner
- CRD
- #6383079
SCOTT DAVID FRANK
Director
- CRD
- #4878066
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,042,830 | $543,241 |
| Non-Discretionary | $22,187,592 | $2,773,449 |
| Total | $123,230,422 | $635,208 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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