Dewitt Capital Management

RIASEC & State Registered
Total AUM
$123M
Discretionary
$101M
82% of AUM
Avg account
$635K
Accounts
194
Employees
4
Advisory reps
3

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
108232
Registered since
July 17, 2025
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 an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses and on selecting outside managers. The firm is SEC-registered (registered in 2025) and acts as a capital allocator to clients that are primarily individuals and families. Its fee arrangements include a percentage-of-AUM component as well as fixed fees and other fee structures. Dewitt reports being an active ESG investor, and its advisory model explicitly includes hiring or allocating to other advisers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 2%, Derivatives 1%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents2%
  • Derivatives1%

Contacts

3 of 3
  • David Dewitt

    David Dewitt

    Financial Planner & Investment AnalystCRD 6383079

  • David Dewitt

    David Dewitt

    PresidentCRD 1055072

  • Scott Frank

    Portfolio ManagerCRD 4878066

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, 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
Delaware
Address
37 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth