COLLEGEVILLE, PACRD 108232Latest ADV April 14, 2026
Dewitt Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Collegeville, PA. Its latest Form ADV filing, dated April 14, 2026, reports $123M in regulatory assets under management, 4 employees, 1 office, and 194 accounts.
Assets Under Management
$123M
Employees
4
Offices
1 office
Total Clients
85
Primary office
COLLEGEVILLE, PA
3801 GERMANTOWN PIKE, SUITE 203, COLLEGEVILLE, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
62
2
HNWI
27.1%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of April 14, 2026
Discretionary82.0%
$101M
82% of total RAUM82.0%
Non-discretionary18.0%
$22M
18% of total RAUM18.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$123M
Total Accounts194
10Y AUM Change+$29M (+31.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.