DeWitt Capital Management

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Client assets under management

$123,230,422

Clients

27% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,449,770

About

DeWitt Capital Management serves individual and high‑net‑worth clients, as well as trusts and estates, and also provides sub‑advisory services to other registered investment advisers. The firm offers discretionary and non‑discretionary portfolio management, model portfolios, ongoing financial consulting, and management of held‑away retirement accounts through third‑party platforms.

The firm combines fundamental and technical analysis with proprietary and third‑party screening tools to construct globally diversified model portfolios and sector allocations. It also runs a specialized Energy Income Strategy that emphasizes publicly traded master limited partnerships (MLPs) to generate tax‑deferred distributions, while noting the specific risks of that asset class.

Compared with peers, DeWitt is a relatively small, supported firm (three advisors, roughly $123 million in AUM and about 85 clients) that blends direct client management with sub‑advisory work for other advisers and participation in model marketplaces through third‑party platforms. The brochure further discloses an uncommon regional research focus on opportunities in the Delaware Valley, the firm’s use of an external analytical tool developed by an affiliated technology owner, and limited operational use of AI for client meeting preparation and administrative tasks (but not for investment selection).

Client services

Portfolio management Selection of other advisers

Sub-advisor activities, consulting services

Expertise

Private / alternative investments Tax-loss harvesting Passive / index investing ESG / Sustainable investing

Fee options

Percentage

$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.10% $10,000,001+: 1.00%

Subscriptions

Financial Consulting services subscription fee ranges from $250 to $600 per month, billed annually, semi-annually, quarterly, or monthly as specified in client agreement

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,000 for Portfolio Management services Fee-only: Fixed annual subscription fee for Financial Consulting services ranging from $250 to $600 per month; initial onboarding fee ranges from $1,200 to $5,000

Main office location

DeWitt Capital Management

3801 Germantown Pike, Suite 203

Collegeville PA 19426, United States

Number of offices

Most active in

Arizona · Louisiana · Michigan · New Jersey · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 610-910-9110

Advisors at this firm

Scott F

Series 66

Queen Creek, AZ

DeWitt Capital Management

Scott Frank is a financial advisor at DeWitt Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at DeWitt Capital Management since 2018. Frank is also the owner of Valor Consult LLC and co-founder of Portfolio Catapult, LLC, an investment research technology company, and is involved with several related financial technology entities. DeWitt Capital Management provides investment management and financial consulting services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and technical analysis in its investment approach and is notable for its focus on master limited partnerships (MLPs) and its role as a sub-advisor to other registered investment advisers.

Private / alternative investments Tax-loss harvesting Passive / index investing ESG / Sustainable investing

David D

CFP®, Series 63

Collegeville, PA

DeWitt Capital Management

David Dewitt is a CFP® with 29 years of industry experience and has been with DeWitt Capital Management since 1998. He holds a Series 63 license and is based in Collegeville, PA. DeWitt Capital Management provides investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, offering both discretionary and non-discretionary portfolio management as well as model portfolio programs. The firm is notable for its focus on master limited partnerships (MLPs) through its Energy Income Strategy and serves as a sub-advisor to other registered investment advisers, utilizing fully digital custodial and model platforms for some clients.

Private / alternative investments Tax-loss harvesting Passive / index investing ESG / Sustainable investing

David D

CFP®, Series 65

Collegeville, PA

DeWitt Capital Management

David Dewitt is a CFP® with eight years of industry experience, currently serving as an advisor at DeWitt Capital Management since 2016. Prior to that, he worked at Sei for two years. DeWitt Capital Management provides investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, offering both discretionary and non-discretionary portfolio management alongside model portfolio programs. The firm is notable for its focus on master limited partnerships within its Energy Income Strategy and serves as a sub-advisor to other registered investment advisers, utilizing digital custodial platforms and incorporating artificial intelligence for operational and client-service tasks.

Private / alternative investments Tax-loss harvesting Passive / index investing ESG / Sustainable investing

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