RIA Intel›Advisers›Connecticut›WESTCOTT INVESTMENT ADVISORS LLC

WESTCOTT INVESTMENT ADVISORS LLC

Advisory

DANIELSON, CT

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in CT

#948

of 1,312 advisers by AUM

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$0

Non-Discretionary AUM$64M

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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