Dewitt Capital Management
Firm details
- Headquarters
- Wayne, 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents2%
- Derivatives1%
Contacts
3 of 3
David Dewitt
Financial PlannerCRD 6383079

David Dewitt
PresidentCRD 1055072
Scott Frank
Portfolio ManagerCRD 4878066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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