# DeWitt Capital Management

> Independent investment advisory practice led by David DeWitt, CFP®, offering personalized portfolio management with specialized expertise in energy infrastructure investments for tax-deferred income.

DeWitt Capital Management builds portfolios around each client's age, risk tolerance, income needs, tax situation, and personal values. The practice emphasizes independent thinking — seeking less-crowded opportunities — and a deep discovery process centered on what matters most to each client.

## Pages

- [Home](/): Overview of the practice, investment philosophy, services, a client success story, blog, and contact information.

## Optional

- [Form CRS](https://3302805.fs1.hubspotusercontent-na1.net/hubfs/3302805/Compliance%20Files/DeWitt%20Form%20CRS_6-16-2025.pdf): Client relationship summary (PDF).
- [Form ADV Part 2A](https://3302805.fs1.hubspotusercontent-na1.net/hubfs/3302805/Compliance%20Files/DeWitt%20Capital%20ManagementPart%202A%20-%20Current%20Version%2c%20June%2016%2c%202025.pdf): Advisory brochure (PDF).
- [David DeWitt on Substack](https://substack.com/@davidtreatdewitt): Ongoing commentary on markets and energy infrastructure.