Overview
Assets Under Management: $123 million
Headquarters: COLLEGEVILLE, PA
High-Net-Worth Clients: 23
Average Client Assets: $4.7 million
Frequently Asked Questions
DEWITT CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108232), DEWITT CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
DEWITT CAPITAL MANAGEMENT is headquartered in COLLEGEVILLE, PA.
DEWITT CAPITAL MANAGEMENT serves 23 high-net-worth clients according to their SEC filing dated April 14, 2026. View client details ↓
According to their SEC Form ADV, DEWITT CAPITAL MANAGEMENT offers portfolio management for individuals and selection of other advisors. View all service details ↓
DEWITT CAPITAL MANAGEMENT manages $123 million in client assets according to their SEC filing dated April 14, 2026.
According to their SEC Form ADV, DEWITT CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.45%
Average Client Assets: $4.7 million
Total Client Accounts: 194
Discretionary Accounts: 186
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 108232
Filing ID: 2094617
Last Filing Date: 2026-04-14 14:00:09