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DEWITT CAPITAL MANAGEMENT
Legal name: DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232File 801-133885
APPROVED
Retail clients
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$123.2M
Bottom 25% of cohort (national)
Discretionary AUM
$101.0M
Non-discretionary $22.2M
Clients
85
194 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 17, 2025
- Principal office
- 3801 GERMANTOWN PIKE, SUITE 203, COLLEGEVILLE, PA, 19426
- Phone
- 610-910-9110
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $123.2M
- Discretionary AUM
- $101.0M
- Non-discretionary AUM
- $22.2M
- Discretionary accounts
- 186
- Non-discretionary accounts
- 8
- Total accounts
- 194
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $109.0M |
| Individuals (other than high net worth individuals) | 62 | $14.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SUB-ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.