DT INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$1.9B
Discretionary
$1.8B
95% of AUM
Avg account
$1.1M
Accounts
1,695
Employees
8
Advisory reps
7

Firm details

Headquarters
CHADDS FORD, Pennsylvania
CRD number
157646
Registered since
June 9, 2011
Website
www.dtinvestmentpartners.com
Custodians
CHARLES SCHWAB & CO., INC., WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.07%
  • Individuals15.59%
  • Pension & Profit Sharing Plans7.83%
  • Charitable Organizations2.12%
  • State / Municipal Government0.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DT Investment Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves both individual/family and institutional clients and offers financial planning alongside discretionary and non‑discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee model combines asset‑based fees and fixed fees. DT Investment Partners does not identify as an ESG‑focused manager, is not registered as a multi‑state adviser, and is not positioned as a capital allocator to external managers in the sense of a fund‑of‑funds sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 66%, State & Local Bonds 17%, Investment Grade Corp Bonds 8%, US Government Bonds 4%, Public Funds/Mutual Funds 3%, Cash & Cash Equivalents 2%66%
  • Exchange Traded Equities66%
  • State & Local Bonds17%
  • Investment Grade Corp Bonds8%
  • US Government Bonds4%
  • Public Funds/Mutual Funds3%

Owners & executives

2 of 2

  • JONATHAN SMITH

    Co-Founder, CEO and CIOCRD 2655073

  • STACEY SCHEB

    Chief Compliance OfficerCRD 4464079

Contacts

3 of 5

  • John Blair

    Director of Wealth ManagementCRD 6691014

  • LUKE SMITH

    Registered RepresentativeCRD 7990096

  • Michael D'Antonio

    Wealth AdvisorCRD 6691018

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$1.1B in ETFs

Passive

100%

$1.1B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$175M267,26716.05%
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Location

Primary office

CHADDS FORD, PA

DELAWARE

Location

CHADDS FORD, PA

Headquartered in CHADDS FORD, 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
5 Dickinson Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth