DeWitt Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DeWitt Capital Management provides discretionary and non‑discretionary portfolio management, model‑portfolio implementation, financial consulting, and sub‑advisory services to individuals (including high‑net‑worth clients), trusts, and estates. The firm also supports held‑away retirement account management through a third‑party linkage and offers fully digital model solutions via third‑party marketplaces.
DCM combines fundamental and technical analysis, local company research in the Delaware Valley, and third‑party analytical tools to build diversified model portfolios and tailored accounts. It operates an Energy Income Strategy that emphasizes publicly traded master limited partnerships (MLPs) to generate tax‑deferred cash distributions and acts as a sub‑advisor to other advisers seeking MLP expertise; model execution and fee collection are coordinated through third‑party platforms and custodial relationships rather than through direct firm custody.
Noteworthy aspects include marketing under the d/b/a InFocus Wealth Strategies and MVP Money Moves to target specific client segments such as current and former athletes, a subscription‑based financial consulting product with an onboarding component, and active sub‑advisory arrangements for other registered advisers. The firm also discloses operational use of artificial intelligence tools for client service and administrative tasks while stating it does not currently use AI for investment selection.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.10% $10,000,001+: 1.00%
Financial consulting subscription fees ranging from $250 to $600 per month; onboarding fee ranges from $1,200 to $5,000
Account minimum: $500,000 Minimum fee: At least $2,000 minimum annual fee for Portfolio Management services
Main office
See office37 West Avenue, Suite 204B
Wayne PA 19087
Advisors at this office
2
Offices (2)
Most active in
Arizona · Louisiana · Michigan · New Jersey · Pennsylvania · Texas
Also doing business as
Dewitt Capital Management · Dewitt Investment Research & Management Inc · Diramco & Dewitt Investment · Infocus Wealth Strategies · Mvp Money Moves · Tidewater Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Scott F
Series 66
Queen Creek, AZ
DeWitt Capital Management
Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Blue Spruce Global Advisors. He is the owner of Valor Consult LLC and co-founder of Portfolio Catapult, LLC, an investment research technology company, and is a shareholder of Catapult Financial Technologies Ltd (UK), a financial technology firm. DeWitt Capital Management provides portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm offers model-portfolio implementation and held-away retirement account management while employing a combination of fundamental and technical analysis along with local company research to construct diversified portfolios and tailor accounts.
David D
CFP®, Series 63
Wayne, PA
DeWitt Capital Management
David Dewitt is a CFP® with 29 years of industry experience. He has been with DeWitt Capital Management since 1998. DeWitt Capital Management offers portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm integrates fundamental and technical analysis with local research and third-party tools to create diversified portfolios and manages an Energy Income Strategy focused on master limited partnerships.
David D
CFP®, Series 65
Wayne, PA
DeWitt Capital Management
David Dewitt is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with DeWitt Capital Management since 2016. DeWitt Capital Management provides discretionary and non-discretionary portfolio management, model-portfolio implementation, financial consulting, and sub-advisory services to individuals, including high-net-worth clients, trusts, and estates. The firm utilizes a combination of fundamental and technical analysis, local company research, and third-party tools to build diversified portfolios and operates an Energy Income Strategy focused on publicly traded master limited partnerships (MLPs).
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)