{
  "crd_number": 304561,
  "slug": "dewitt-and-dunn-financial-services-llc-addison-tx-304561",
  "primary_business_name": "DEWITT AND DUNN FINANCIAL SERVICES, LLC",
  "legal_name": "DEWITT AND DUNN FINANCIAL SERVICES, LLC",
  "dbas": [],
  "city": "Addison",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-09-27",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 35628785.0,
  "raum_discretionary": 35628785.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14322808.0,
      "count": 71
    },
    "high_net_worth_individuals": {
      "raum": 21305977.0,
      "count": 46
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://dewittanddunn.com",
    "https://facebook.com/AnnuityWatchUSA",
    "https://facebook.com/Retirement-Watch-USA-309675842551317",
    "https://facebook.com/WomenMoneyPowerDFW",
    "https://facebook.com/dewittanddunn",
    "https://linkedin.com/company/annuity-watch-usa",
    "https://linkedin.com/company/dewitt-dunn",
    "https://linkedin.com/company/retirement-watch-usa",
    "https://linkedin.com/company/women-money-&-power",
    "https://twitter.com/AnnuityWatchUSA",
    "https://twitter.com/Dewittanddunn",
    "https://twitter.com/WomenMoneyPwr",
    "https://youtube.com/user/AnnuityWatchUSA/videos"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304561",
  "city_as_filed": "ADDISON",
  "url": "https://advisorcensus.com/firm/dewitt-and-dunn-financial-services-llc-addison-tx-304561",
  "display_name": "Dewitt and Dunn Financial Services, LLC",
  "summary": "Dewitt and Dunn Financial Services, LLC is a state-registered investment advisory firm in Addison, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Dewitt and Dunn Financial Services, LLC (CRD 304561): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Dewitt and Dunn Financial Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dewitt and Dunn Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Dewitt and Dunn Financial Services, LLC located?",
      "a": "Dewitt and Dunn Financial Services, LLC's principal office is in Addison, TX, according to its Form ADV."
    },
    {
      "q": "Is Dewitt and Dunn Financial Services, LLC registered with the SEC or a state?",
      "a": "Dewitt and Dunn Financial Services, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 304561."
    },
    {
      "q": "How much does Dewitt and Dunn Financial Services, LLC manage?",
      "a": "Dewitt and Dunn Financial Services, LLC reports $35,628,785 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Dewitt and Dunn Financial Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (46)."
    },
    {
      "q": "Does Dewitt and Dunn Financial Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304561"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dewitt-and-dunn-financial-services-llc-addison-tx-304561.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 71,
      "fewer_than_5": false,
      "raum": 14322808.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 21305977.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304561",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}