Dewitt Capital Management

Dewitt Capital Management (CRD# 108232) is a financial advisory firm headquartered in Wayne, PA. They manage $94,985,996 in 128 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $742,078
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Dewitt Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
David T. Dewitt
CRD#: 1055072
Strafford Office Bldg. Two, 200 Eagle Road, Suite 230, Wayne, PA 19087
96
Wealthminder
score

David Dewitt (CRD# 1055072) is an Investment Advisor Representative working at Dewitt Capital Management in Wayne, PA and has over 34 years of experience in the finance industry. David Dewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert J. Milnes
CRD#: 5360935
Strafford Office Bldg Two, 200 Eagle Road, Suite 230, Wayne, PA 19087
90
Wealthminder
score

Robert Milnes (CRD# 5360935) is an Investment Advisor Representative working at Dewitt Capital Management in Wayne, PA and has over 5 years of experience in the finance industry.

3
Craig M. Hayden
CRD#: 6334554
Strafford Office Bldg Two, 200 Eagle Road, Suite 230, Wayne, PA 19087
87
Wealthminder
score

Craig Hayden (CRD# 6334554) is an Investment Advisor Representative working at Dewitt Capital Management in Wayne, PA and has 1 year of experience in the finance industry.

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