AUMdb
DC

Dewitt Capital Management Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 105945 · SEC file 801-49159 · Mystic, CT
☆ Save with Pro ADV data as of Jan 26, 2026
Regulatory AUM
$21.4M
Discretionary
$21.4M
Clients
16
Avg AUM / client
$1.3M
Accounts
16
Employees
1

AUM over time

$21.4M $27.7M
Jan 31, 2012 Jan 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 16 $21.4M 100.0%
Other 0 $0

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Richard Dewitt Nichols Manager, Chief Compliance Officer May 1995 (31y) 75% or more
Nichols, Scott, Long Member Jan 2004 (23y) Less than 5%
Nichols, Stacey, Dewitt Member Jan 2004 (23y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/26/2026 984 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.

View current Form ADV (SEC/IAPD) ↗