DEWITT CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2025

Total AUM

$123M

Discretionary

$101M

82% of AUM

Avg account

$635K

Accounts

194

Employees

4

Advisory reps

3

Firm details

Headquarters: COLLEGEVILLE, Pennsylvania
CRD number: 108232
Registered since: July 17, 2025
Website: www.dewittcm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI88.45%
Individuals11.55%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dewitt Capital Management is a corporate wealth adviser focused on individual and family clients. The firm provides portfolio management for individuals and small businesses and also selects third-party advisers as part of its investment approach. It identifies as a capital allocator and reports being an active ESG investor. Fee arrangements include a combination of percentage-of-AUM, fixed fees and other fee types. The firm is listed as SEC-registered in 2025 and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities85%
Public Funds/Mutual Funds12%
Cash & Cash Equivalents2%
Derivatives1%

Contacts

3 of 3

SCOTT FRANK
Director of Global & Rules-Based Investment StrategiesCRD 4878066
DAVID DEWITT
PresidentCRD 1055072
DAVID DEWITT
Financial Planner & Investment AnalystCRD 6383079

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

COLLEGEVILLE, PA

MONTGOMERY

Location

COLLEGEVILLE, PA

Headquartered in COLLEGEVILLE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: MONTGOMERY
Address: 3801 Germantown Pike
Time zone: ET (UTC-5)
Office locations

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