# Dewitt Capital Management

> Dewitt Capital Management is an SEC-registered investment advisory firm in Collegeville, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 108232
- Filed as: DEWITT CAPITAL MANAGEMENT
- Legal name: Dewitt Investment Research & Management Inc
- Also doing business as: INFOCUS WEALTH STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Collegeville, PA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108232
- AdvisorCensus page: https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232

## Quick answers

**How is Dewitt Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Dewitt Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Dewitt Capital Management charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Subscription: $250 to $600 a month (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dewitt Capital Management located?**
Dewitt Capital Management's principal office is in Collegeville, PA, according to its Form ADV.

**Is Dewitt Capital Management registered with the SEC or a state?**
Dewitt Capital Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 108232.

**How much does Dewitt Capital Management manage?**
Dewitt Capital Management reports $123,230,422 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (82% discretionary).

**How have Dewitt Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Dewitt Capital Management: Regulatory assets under management: $92,859,994 in the October 2021 data and $123,230,422 in the October 2026 data, up 33%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dewitt Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (23).

**Which custodians does Dewitt Capital Management use?**
Dewitt Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Dewitt Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108232

**What changed in Dewitt Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $110,932,562 to $123,230,422 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Subscription: $250 to $600 a month (financial consulting services)

> The fixed annual subscription fee begins in the fourth month of the engagement, and ranges from $250 to $600 per month, depending on the client's financial situation and the complexity of the engagement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,230,422
- Discretionary: $101,042,830
- Non-discretionary: $22,187,592

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $14,235,231 |
| High net worth individuals | 23 | $108,995,191 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, LA, MI, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dewittcm.com
- mvpmoneymoves.com
- Facebook @dewittcm
- LinkedIn @dewitt-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $92,859,994 | 4 | March 25, 2021 |
| October 2022 | $93,326,539 | 4 | June 30, 2022 |
| October 2025 | $110,932,562 | 4 | June 16, 2025 |
| October 2026 | $123,230,422 | 4 | April 14, 2026 |

Regulatory assets under management: $92,859,994 in the October 2021 data and $123,230,422 in the October 2026 data, up 33%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $110,932,562 to $123,230,422 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dewitt Capital Management (CRD 108232): Form ADV filing data as of October 2026.