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 Oct 1, 2026

Regulatory AUM

$123.2M

Bottom 25% of cohort (national)

Discretionary AUM

$101.0M

Non-discretionary $22.2M

Clients

194 accounts

Employees

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
Website: http://www.dewittcm.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	88	85	decreased by3
Apr 1, 2026	AUM	$110,932,562	$123,230,422	increased by$12,297,860
Apr 1, 2026	Accounts	186	194	increased by8
Dec 1, 2025	Registration	—	APPROVED
Apr 1, 2022	Clients	54	62	increased by8
Apr 1, 2022	AUM	$92,859,994	$93,326,539	increased by$466,545
Apr 1, 2022	Accounts	95	125	increased by30
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “DEWITT CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DEWITT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.