# DT Investment Partners, LLC

> DT Investment Partners, LLC is an SEC-registered investment advisory firm in Chadds Ford, PA, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 157646
- Filed as: DT INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chadds Ford, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157646
- AdvisorCensus page: https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646

## Quick answers

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

**What does DT Investment Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 1.45% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is DT Investment Partners, LLC located?**
DT Investment Partners, LLC's principal office is in Chadds Ford, PA, according to its Form ADV.

**Is DT Investment Partners, LLC registered with the SEC or a state?**
DT Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157646.

**How much does DT Investment Partners, LLC manage?**
DT Investment Partners, LLC reports $1,912,849,524 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (95% discretionary).

**How have DT Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for DT Investment Partners, LLC: Regulatory assets under management: $1,003,838,924 in the October 2021 data and $1,912,849,524 in the October 2026 data, up 91%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DT Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (981); high net worth individuals (315); charitable organizations (12).

**Which custodians does DT Investment Partners, LLC use?**
DT Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation, Charles Schwab & Co., Inc. and Wilmington Trust Investment Management as custodians holding 10% or more of its separately managed account assets.

**Does DT Investment Partners, LLC 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/157646

**What changed in DT Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 1.45% of assets a year (the maximum the brochure states)

> DTIP’s fee for its discretionary and non-discretionary investment management services, which include comprehensive financial planning, is generally based on a percentage of assets under management. The advisory fee is up to a maximum of 1.45% of assets under management.

> Fees for certain independent investment consulting services are negotiated but paid as a flat fixed fee. The minimum fee for a one-time assessment is $5,000 but the fee may be higher based upon the total assets of the client.

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

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation
- Charles Schwab & Co., Inc.
- Wilmington Trust Investment Management

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: $1,912,849,524
- Discretionary: $1,818,663,706
- Non-discretionary: $94,185,818

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 981 | $298,159,519 |
| High net worth individuals | 315 | $1,397,650,749 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $149,757,797 |
| Charitable organizations | 12 | $40,549,426 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $16,548,044 |
| Corporations or other businesses not listed above | 8 | $10,183,989 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, DE, FL, LA, MD, ME, NC, NH, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dtinvestmentpartners.com
- LinkedIn @5024244

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,003,838,924 | 7 | May 10, 2021 |
| October 2022 | $1,178,298,120 | 10 | July 14, 2022 |
| October 2023 | $1,275,548,367 | 9 | October 3, 2023 |
| October 2024 | $1,517,980,582 | 9 | July 29, 2024 |
| October 2025 | $1,887,962,985 | 8 | April 4, 2025 |
| October 2026 | $1,912,849,524 | 8 | March 25, 2026 |

Regulatory assets under management: $1,003,838,924 in the October 2021 data and $1,912,849,524 in the October 2026 data, up 91%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Registered or notice-filed in CA, CT, ME, NH, TX, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DT Investment Partners, LLC (CRD 157646): Form ADV filing data as of October 2026.