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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DEWITT CAPITAL MANAGEMENT

DEWITT INVESTMENT RESEARCH & MANAGEMENT INC, CRD 108232

COLLEGEVILLE, 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:eab22caf-a709-0128-67eb-5e84993fd25d

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2015 to Apr 14, 2026
29 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $123MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $101M
Private client RAUM: $123MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $41.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 194
Individual clients: 62
High net worth clients: 23
SEC number: 801-133885
CRD: 108232
Filings on the tape: 29
First filed: Jun 19, 2015
Latest filed: Apr 14, 2026
Organised: Corporation, PA

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
DAVID TREAT DEWITT	Certified Financial Planner	COLLEGEVILLE, PA	29	44	n/a	no
DAVID HUNTER DEWITT	Certified Financial Planner	COLLEGEVILLE, PA	8	10	n/a	no
SCOTT DAVID FRANK	n/a	COLLEGEVILLE, PA \| Queen Creek, AZ	8	21	5	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
DEWITT, DAVID, TREAT	PRESIDENT, SECRETARY, TREASURER, DIRECTOR/CHIEF COMPLIANCE OFFICER	E	yes	02/1996	Jun 19, 2015	Sep 28, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$123M	$101M	4	3	1	n/a	n/a
2022	Mar 28, 2023	$78.8M	$69.1M	4	3	1	n/a	n/a
2021	Mar 15, 2022	$93.3M	$76.6M	4	3	0	n/a	n/a
2020	Mar 25, 2021	$92.9M	$80.5M	4	3	0	n/a	n/a
2019	Feb 25, 2020	$90.2M	$79.1M	4	3	0	n/a	n/a
2018	Mar 11, 2019	$93.8M	$86.7M	5	4	0	n/a	n/a
2017	Mar 23, 2018	$108M	$108M	4	3	0	n/a	n/a
2016	Mar 22, 2017	$93.8M	$93.3M	4	2	n/a	n/a	n/a
2015	Mar 24, 2016	$95.0M	$95.0M	4	3	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
0	0	0	0.0%	0	0	0	0	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	$123M	n/a	n/a	$78.8M	16.1%	4	n/a	1	n/a

Relationships

Registered with (5)

← SCOTT DAVID FRANKAdvisorregistration: previous registration
Dec 4, 2015 to Feb 2, 2016factForm ADV
← DAVID HUNTER DEWITTAdvisorregistration: current employment
Oct 25, 2017 to presentfactForm ADV
← DAVID TREAT DEWITTAdvisorregistration: current employment
Jan 27, 1997 to presentfactForm ADV
← ROBERT J MILNESAdvisorregistration: previous registration
Aug 22, 2011 to Oct 1, 2019factForm ADV
← PAUL ANTHONY MILNESAdvisorregistration: previous registration
Jun 27, 2011 to Apr 25, 2013factForm ADV

Controls (1)

← DEWITT, DAVID, TREATOwnerPRESIDENT, SECRETARY, TREASURER, DIRECTOR/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 19, 2015 to Sep 28, 2023factForm ADV

Dated events

Occurred
Jun 19, 2015
First Form ADV filing
Dewitt Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eab22caf-a709-0128-67eb-5e84993fd25d
First observed: Jun 19, 2015
Last observed: Apr 14, 2026 5 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.

DEWITT CAPITAL MANAGEMENT

DEWITT INVESTMENT RESEARCH & MANAGEMENT INC, CRD 108232

COLLEGEVILLE, 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:eab22caf-a709-0128-67eb-5e84993fd25d

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID TREAT DEWITT

Certified Financial Planner

COLLEGEVILLE, PA

n/a

DAVID HUNTER DEWITT

Certified Financial Planner

COLLEGEVILLE, PA

n/a

SCOTT DAVID FRANK

n/a

COLLEGEVILLE, PA | Queen Creek, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEWITT, DAVID, TREAT

PRESIDENT, SECRETARY, TREASURER, DIRECTOR/CHIEF COMPLIANCE OFFICER

yes

02/1996

Jun 19, 2015

Sep 28, 2023

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$123M

$101M

n/a

2022

Mar 28, 2023

$78.8M

$69.1M

n/a

2021

Mar 15, 2022

$93.3M

$76.6M

n/a

2020

Mar 25, 2021

$92.9M

$80.5M

n/a

2019

Feb 25, 2020

$90.2M

$79.1M

n/a

2018

Mar 11, 2019

$93.8M

$86.7M

n/a

2017

Mar 23, 2018

$108M

n/a

2016

Mar 22, 2017

$93.8M

$93.3M

n/a

2015

Mar 24, 2016

$95.0M

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

$123M

n/a

$78.8M

16.1%

n/a