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William Dixon

Chief Investment Officer and Co-President at Offit Capital Advisors

Officer record from the firm’s Form ADVForm ADV filed 19 August 2026

William Dixon is Chief Investment Officer and Co-President of Offit Capital Advisors LLC, a New York investment adviser.

Role at Offit Capital Advisors

Title on Schedule A
Chief Investment Officer and Co-President
Control
William Dixon is a control person of Offit Capital Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Dixon has held the filed role since February 2020.

The firm

Offit Capital Advisors LLC
New York, NY

Form ADV filed 19 August 2026

$20.6B AUM378 clients55 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for William Dixon is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
William Dixon
CRD
5724272
Firm
Offit Capital Advisors LLC
Record basis
Form ADV officer listing
Firm bio
offitcapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Offit Capital lists Will Dixon as co-president and chief investment officer, with prior work at Memorial Sloan Kettering, UBS, Tewksbury Capital Management and the U.S. Navy. Offit Capital, Our People

Common questions

Where does William Dixon work?

William Dixon has been Chief Investment Officer and Co-President of Offit Capital Advisors LLC since February 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 August 2026

Leadership at Offit Capital Advisors

Sources

  1. IAPD individual lookup, CRD 5724272. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Offit Capital Advisors LLC, filed 19 August 2026. Title, control and ownership bands.
  3. Offit Capital Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Dixon or Offit Capital Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.