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Dewitt Capital Management LLC

Dewitt Capital Management LLC. CRD 105945

Dewitt Capital Management LLC logo

CRD: 105945

Dewitt Capital Management LLC

Mystic, CT, 06355
2032580028
infocus.money
$21.4M Total AUM
$21.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Charles Schwab & Company
Clients
Retail
Platforms
Meridian
Established Date
06-01-1995
Office Locations
2

Office Locations

6 Brandon Lane Mystic CT
-- Mystic CT

About Dewitt Capital Management LLC

InFocus Wealth Strategies provides ADHD-informed financial planning, investment management, and hybrid engagements for high-earning professionals, entrepreneurs, and families who want a long-term partner. Portfolios emphasize disciplined, tax-efficient strategies and are largely ETF-based, with planning integrated into ongoing advice. Differentiator: “ADHD-friendly” systems, regular check-ins, and body-doubling/accountability from a CFP® with ADHD.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
25.3 yrs AVG TENURE
1 Employees
0 Advisory Reps
1 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Crest timber Pathway Oak eagle

Client Personas

Insight oak

CRM

Harbor north

Custodian

Foundation beacon Summit value Wave Ember

Investment Themes

Ember alpha North signal

Investment Vehicles

Wave

Platform

Value

Services

Matrix atlas Oak crest Wave fusion Capital Frontier Wave ember Alpha ember

Technology

Element vector

Owner & Executives

R

RICHARD DEWITT NICHOLS

Chief Compliance Officer, Manager

CRD
#1189864
Ownership
75% or more
(736) 783-1820
north.frontier@ridgecapital.com
in linkedin.com/in/ridge-momentum
S

SCOTT LONG NICHOLS

President

CRD
--
Ownership
Less than 5%
(815) 563-5102
delta.foundation@timbercapital.com
in linkedin.com/in/pathway-pathway
E

Eagle timber

Foundation ember quantum

CRD
#98090
Ownership
13.5%
(366) 390-4452
horizon.frontier@glaciercapital.com
in linkedin.com/in/fusion-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2011
05-22-2012
Category Assets AVG. Account size
Discretionary $21,367,809 $748,781
Non-Discretionary $0 --
Total $21,367,809 $748,781

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Separately Managed Accounts

Total SMA Asset: $21,367,809

$21.4M Total SMA
Equity - Exchange:
48.2%
Cash:
35.6%
Municipal Bonds:
16.2%
Asset class Assets Assets %
Equity - Exchange $2,731,577,321 48.2%
Cash $2,017,513,540 35.6%
Municipal Bonds $918,082,005 16.2%
Total $5,667,172,866 100.0%

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