A complete list of active advisors currently associated with DeWitt Capital Management

Warmer can help you find a great advisor at DeWitt Capital Management or one who fits your needs even better.

DeWitt Capital Management serves individual and high‑net‑worth clients, as well as trusts and estates, and also provides sub‑advisory services to other registered investment advisers. The firm offers discretionary and non‑discretionary portfolio management, model portfolios, ongoing financial consulting, and management of held‑away retirement accounts through third‑party platforms. The firm combines fundamental and technical analysis with proprietary and third‑party screening tools to construct globally diversified model portfolios and sector allocations. It also runs a specialized Energy Income Strategy that emphasizes publicly traded master limited partnerships (MLPs) to generate tax‑deferred distributions, while noting the specific risks of that asset class. Compared with peers, DeWitt is a relatively small, supported firm (three advisors, roughly $123 million in AUM and about 85 clients) that blends direct client management with sub‑advisory work for other advisers and participation in model marketplaces through third‑party platforms. The brochure further discloses an uncommon regional research focus on opportunities in the Delaware Valley, the firm’s use of an external analytical tool developed by an affiliated technology owner, and limited operational use of AI for client meeting preparation and administrative tasks (but not for investment selection).

To learn more about the advisors currently working at DeWitt Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.