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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

DT INVESTMENT PARTNERS, LLC

CRD 157646

CHADDS FORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7147e08e-a536-095c-890f-69fc770715b5

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 7
On other graphs: 0
Observed: Jan 6, 2012 to Mar 25, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $273Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,695
Individual clients: 981
High net worth clients: 315
Custody, client assets: $1.5M
SEC number: 801-72325
CIK: 1537621
CRD: 157646
Filings on the tape: 38
First filed: Jan 6, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: dtinvestmentpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN DARRELL SMITH	Chartered Financial Analyst	CHADDS FORD, PA	14	31	4	no
JOHN LEROY BLAIR	n/a	CHADDS FORD, PA	14	27	4	no
Ryan Riley Omensetter	n/a	CHADDS FORD, PA	7	15	n/a	no
John Leroy Blair	Certified Financial Planner	CHADDS FORD, PA	2	10	1	no
LUKE PENSEROT SMITH	n/a	CHADDS FORD, PA	0	11	n/a	no
Michael David D'Antonio	Certified Financial Planner	CHADDS FORD, PA	0	10	1	no
CHARLES Andres SMITH	n/a	CHADDS FORD, PA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLAIR, JOHN, LEROY	MEMBER - VP	B	yes	04/2011	Jan 6, 2012	Jul 29, 2024
SCHEB, STACEY, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	05/2019	May 23, 2019	Jul 29, 2024
SMITH, JONATHAN, DARRELL	CEO,CFO -MEMBER	C	yes	04/2011	Jan 6, 2012	Jul 29, 2024
ZIMMERMAN, ANDREW, CHRISTOPHER	MEMBER - CHIEF INVESTMENT STRATEGIST	C	yes	04/2011	Jan 6, 2012	Jul 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC	n/a	Former SEC adviser	$52.0M	Y	no	n/a
INDEPENDENT WEALTH ADVISORS LLC	n/a	Former SEC adviser	$0	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$1.9B	$1.8B	8	5	0	n/a	n/a
2024	Apr 4, 2025	$1.9B	$1.8B	8	5	0	n/a	n/a
2023	Mar 6, 2024	$1.5B	$1.4B	9	5	0	n/a	n/a
2022	Mar 7, 2023	$1.3B	$1.2B	9	5	0	n/a	n/a
2021	Mar 14, 2022	$1.2B	$1.1B	10	6	0	n/a	n/a
2020	Mar 11, 2021	$1.0B	$957M	7	3	0	n/a	n/a
2019	Mar 10, 2020	$1.4B	$1.3B	11	3	0	n/a	n/a
2018	Feb 28, 2019	$1.3B	$1.2B	10	3	0	n/a	n/a
2017	Feb 28, 2018	$989M	$963M	10	3	0	n/a	n/a
2016	Feb 27, 2017	$829M	$804M	7	3	n/a	n/a	n/a
2015	Feb 26, 2016	$678M	$644M	5	3	n/a	n/a	n/a
2014	Feb 26, 2015	$599M	$586M	5	3	n/a	n/a	n/a
2013	Mar 4, 2014	$494M	$483M	7	3	n/a	n/a	n/a
2012	Feb 13, 2013	$367M	$357M	6	3	n/a	n/a	n/a
2011	Feb 23, 2012	$348M	$339M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.9B	1.3%	$1.3B	14.5%	8	8	0	0

Relationships

Registered with (8)

← CHARLES Andres SMITHAdvisorregistration: current employment
Jul 20, 2026 to presentfactForm ADV
← Michael David D'AntonioAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← LUKE PENSEROT SMITHAdvisorregistration: current employment
Oct 22, 2025 to presentfactForm ADV
← John Leroy BlairAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← Ryan Riley OmensetterAdvisorregistration: current employment
Apr 1, 2019 to presentfactForm ADV
← JOHN LEROY BLAIRAdvisorregistration: current employment
Jun 19, 2012 to presentfactForm ADV
← JONATHAN DARRELL SMITHAdvisorregistration: current employment
Jun 14, 2012 to presentfactForm ADV
← NICHOLAS EDWARD SHEVLANDAdvisorregistration: previous registration
Feb 3, 2022 to Jul 5, 2022factForm ADV

Affiliated with (4)

→ QUINN WEALTH ADVISORSRegistered adviserother investment adviser, control
factForm ADV
→ INDEPENDENT WEALTH ADVISORS LLCRegistered adviserother investment adviser, control
factForm ADV
← QUINN WEALTH ADVISORSRegistered adviserother investment adviser, control
factForm ADV
← INDEPENDENT WEALTH ADVISORS LLCRegistered adviserother investment adviser, control
factForm ADV

Controls (4)

← SMITH, JONATHAN, DARRELLOwnerCEO,CFO -MEMBER, ownership code C, individual
Jan 6, 2012 to Jul 29, 2024factForm ADV
← BLAIR, JOHN, LEROYOwnerMEMBER - VP, ownership code B, individual
Jan 6, 2012 to Jul 29, 2024factForm ADV
← SCHEB, STACEY, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 23, 2019 to Jul 29, 2024factForm ADV
← ZIMMERMAN, ANDREW, CHRISTOPHEROwnerMEMBER - CHIEF INVESTMENT STRATEGIST, ownership code C, individual
Jan 6, 2012 to Jul 29, 2024factForm ADV

Dated events

Occurred
Jul 5, 2022
Advisor changed firm
Nicholas Edward Shevland left Dt Investment Partners, Llc for Breakwater Wealth Management (registered 2022-07-05)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2021
Regulatory AUM changed
Dt Investment Partners, Llc reported RAUM $1.0B, down 26% from $1.4B (2020-10-01 to 2021-03-11)
Form ADVobserved 6 days ago
$-349M
Occurred
Mar 10, 2020
Control person left
Williams Devon Daniels (Member) no longer on Schedule A of Dt Investment Partners, Llc (listed 2019-05-23, absent 2020-03-10)
Form ADVobserved 6 days ago
Occurred
May 23, 2019
Control person joined
Ann Stacey Scheb (Chief Compliance Officer) appeared on Schedule A of Dt Investment Partners, Llc
Form ADVobserved 6 days ago
Occurred
May 23, 2019
Control person left
Frank Christopher Daniels (Member) no longer on Schedule A of Dt Investment Partners, Llc (listed 2019-02-28, absent 2019-05-23)
Form ADVobserved 6 days ago
Occurred
May 23, 2019
Control person left
Neumann Daniel Mullen (Chief Compliance Officer) no longer on Schedule A of Dt Investment Partners, Llc (listed 2019-02-28, absent 2019-05-23)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2019
Regulatory AUM changed
Dt Investment Partners, Llc reported RAUM $1.3B, up 27% from $988.5M (2018-04-26 to 2019-02-28)
Form ADVobserved 6 days ago
$268M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7147e08e-a536-095c-890f-69fc770715b5
First observed: Jan 6, 2012
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DT INVESTMENT PARTNERS, LLC

CRD 157646

CHADDS FORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7147e08e-a536-095c-890f-69fc770715b5

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN DARRELL SMITH

Chartered Financial Analyst

CHADDS FORD, PA

JOHN LEROY BLAIR

n/a

CHADDS FORD, PA

Ryan Riley Omensetter

n/a

CHADDS FORD, PA

n/a

John Leroy Blair

Certified Financial Planner

CHADDS FORD, PA

LUKE PENSEROT SMITH

n/a

CHADDS FORD, PA

n/a

Michael David D'Antonio

Certified Financial Planner

CHADDS FORD, PA

CHARLES Andres SMITH

n/a

CHADDS FORD, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAIR, JOHN, LEROY

MEMBER - VP

yes

04/2011

Jan 6, 2012

Jul 29, 2024

SCHEB, STACEY, ANN

CHIEF COMPLIANCE OFFICER

yes

05/2019

May 23, 2019

Jul 29, 2024

SMITH, JONATHAN, DARRELL

CEO,CFO -MEMBER

yes

04/2011

Jan 6, 2012

Jul 29, 2024

ZIMMERMAN, ANDREW, CHRISTOPHER

MEMBER - CHIEF INVESTMENT STRATEGIST

yes

04/2011

Jan 6, 2012

Jul 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

n/a

Former SEC adviser

$52.0M

n/a

INDEPENDENT WEALTH ADVISORS LLC

n/a

Former SEC adviser

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.9B

$1.8B

n/a

2024

Apr 4, 2025

$1.9B

$1.8B

n/a

2023

Mar 6, 2024

$1.5B

$1.4B

n/a

2022

Mar 7, 2023

$1.3B

$1.2B

n/a

2021

Mar 14, 2022

$1.2B

$1.1B

n/a

2020

Mar 11, 2021

$1.0B

$957M

n/a

2019

Mar 10, 2020

$1.4B

$1.3B

n/a

2018

Feb 28, 2019

$1.3B

$1.2B

n/a

2017

Feb 28, 2018

$989M

$963M

n/a

2016

Feb 27, 2017

$829M

$804M

n/a

2015

Feb 26, 2016

$678M

$644M

n/a

2014

Feb 26, 2015

$599M

$586M

n/a

2013

Mar 4, 2014

$494M

$483M

n/a

2012

Feb 13, 2013

$367M

$357M

n/a

2011

Feb 23, 2012

$348M

$339M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

1.3%

$1.3B

14.5%