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DEWITT INVESTMENT RESEARCH & MANAGEMENT INC

A72
CRD 108232·SEC 801-133885·COLLEGEVILLE, PA
AUM
$123.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$370K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD
108232
SEC file #
801-133885
EIN
—
DBA names
Dewitt Capital Management

Economics

AUM
$123.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$93.8M → $123.2M▲ +31%
Client mix
Individuals Other62
Individuals High Net Worth23

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
COLLEGEVILLE PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
linkedin.com/company/dewitt-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEWITT, DAVID, TREAT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DEWITT, DAVID, TREAT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1055072
Trust Company Affiliate
No

People (3)

3
DEWITT, DAVID, TREAT
IAR · Direct Owner · 87.5%
1055072
DAVID HUNTER DEWITT
IAR
6383079
SCOTT DAVID FRANK
IAR
4878066