Dewitt Investment Research & Management provides portfolio management for individuals and small businesses and selecting other managers.
Dewitt Investment Research & Management reports 85 clients. They include 62 individual clients and 23 high-net-worth individuals. Of its assets, 82.0% ($101M across 186 accounts) are managed with discretion; $22.2M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 12% |
| High-net-worth individuals | 27% | 88% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 62 | $14.2M | 11.6% | $230K |
| High-net-worth individuals | 23 | $109M | 88.4% | $4.74M |
| Total | 85 | $123M | 100% | $1.45M |
- Clients
- 62
- Regulatory AUM
- $14.2M
- AUM share
- 11.6%
- Avg. per client
- $230K
- Clients
- 23
- Regulatory AUM
- $109M
- AUM share
- 88.4%
- Avg. per client
- $4.74M
Total
- Clients
- 85
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- $1.45M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Dewitt Investment Research & Management charges 1.00%–1.25% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.25% |
| $5M–$10M | 1.10% |
| $10M and above | 1.00% |
Fee details and sources
Other fees
- Financial consulting
- A fixed subscription of $250 to $600 a month, plus an onboarding fee of $1,200 to $5,000.
David Dewitt owns 75% or more of Dewitt Investment Research & Management. The leadership team of Dewitt Investment Research & Management includes President David Dewitt. It has 4 employees, 3 of them in advisory roles.
Leadership
David DewittPresident, Secretary, Treasurer, Director/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Dewitt Investment Research & Management Inc
David Dewitt
Control person · since February 1996
Dewitt Investment Research & Management’s regulatory assets grew from $92.9M (March 2021) to $123M (April 2026); clients rose from 54 to 85 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $123M | 85 | 4 | 2 |
| June 2025 | $111M | 88 | 4 | 2 |
| June 2023 | $78.8M | 91 | 4 | 2 |
| June 2022 | $93.3M | 62 | 4 | 1 |
| March 2021 | $92.9M | 54 | 4 | 1 |
Besides its headquarters, Dewitt Investment Research & Management has 1 office (1 private residence, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 3801 Germantown Pike, Suite 203, CollegevilleHQ
Other business names
Dewitt Investment Research & Management has reported 1 other business name to the SEC.
- Infocus Wealth Strategies
Contact and registration details
- Legal name
- Dewitt Investment Research & Management Inc
- Headquarters
- 3801 Germantown Pike, Suite 203, Collegeville, PA 19426
- Website
- dewittcm.com
- Phone
- 610-910-9110
- @dewitt-capital-management
- SEC file
- 801-133885
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Dewitt Investment Research & Management uses Charles Schwab ($119M) as custodian for its separately managed accounts. Dewitt Investment Research & Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $119M100%
At year end, Dewitt Investment Research & Management’s separately managed accounts were mostly in stocks (85%) and funds (12%).
What the accounts hold
- Stocks85%
- Funds12%
- Cash2%
- Other1%
- Derivatives1%
How many clients does Dewitt Investment Research & Management have?
Dewitt Investment Research & Management has 85 clients and manages $123 million for them, as of April 2026. They include 62 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 April 2026
What services does Dewitt Investment Research & Management offer?
Dewitt Investment Research & Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dewitt Investment Research & Management charge?
Dewitt Investment Research & Management charges 1.00%–1.25% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,000 annual minimum.
Which custodians does Dewitt Investment Research & Management use?
Dewitt Investment Research & Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026
How many financial advisors does Dewitt Investment Research & Management have?
Dewitt Investment Research & Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dewitt Investment Research & Management invest in?
At the end of its last fiscal year, Dewitt Investment Research & Management’s separately managed accounts held 85% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dewitt Investment Research & Management?
Dewitt Investment Research & Management’s direct owner is David Dewitt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 April 2026
How does Dewitt Investment Research & Management get paid?
Dewitt Investment Research & Management is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dewitt Investment Research & Management?
Dewitt Investment Research & Management’s main office is at 3801 Germantown Pike, Suite 203, Collegeville, PA 19426. Its phone number is 610-910-9110. Its website is dewittcm.com.