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DeWitt Capital Management
DeWitt Capital Management is an SEC-registered investment adviser in Collegeville, PA, registered since 2025. The firm manages $123 million in assets, $101...
DeWitt Capital Management
DeWitt Capital Management is an SEC-registered investment adviser in Collegeville, PA, registered since 2025. The firm manages $123 million in assets, $101 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2025
Location
Region
North America
Country
United States
City
Collegeville
Corporate office
Collegeville, PA, United States
Frequently asked questions
What is DeWitt Capital Management's investment approach?
DeWitt builds customized portfolios using individual stocks, bonds, and managed funds rather than operating its own pooled vehicles. The firm emphasizes capital preservation, tax efficiency, and long-term compounding across domestic equities, fixed income, and real estate investment trusts. Each account is managed against the specific liquidity needs and risk tolerance of the underlying client.
Does DeWitt Capital Management disclose assets under management?
No publicly available AUM figure exists in regulatory filings, press coverage, or the firm's limited public communications. DeWitt maintains a deliberately low public profile and does not appear to market to institutional allocators through standard channels. Without accessible Form ADV data or firm-issued disclosures, the scale of the practice remains a private matter.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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