Dt Investment Partners, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.8B
- Clients
- 1,316
- Avg AUM / client
- $1.5M
- Accounts
- 1,695
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 981 | $298M | 15.6% |
| High net worth individuals | 315 | $1.4B | 73.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $150M | 7.83% |
| Charitable organizations | 12 | $40.5M | 2.12% |
| State or municipal government entities | Fewer than 5 clients | $16.5M | 0.87% |
| Corporations and other businesses | 8 | $10.2M | 0.53% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Leroy Blair | Member Vp | Apr 2011 (15y) | 10% – 25% | |
| Jonathan Darrell Smith | Ceo,Cfo Member | CFA | Apr 2011 (15y) | 25% – 50% |
| Zimmerman, Andrew, Christopher | Member Chief Investment Strategist | Apr 2011 (15y) | 25% – 50% | |
| Scheb, Stacey, Ann | Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Ryan Riley Omensetter | Registered representative | Apr 2019 (7y) | ||
| John Leroy Blair | Registered representative | CFP | Jul 2024 (2y) | |
| Luke Penserot Smith | Registered representative | Aug 2025 (1y) | ||
| Michael David D'antonio | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $849M (44% of AUM) Mar 2026
- Wilmington Trust Investment Management, Inc $564M (30% of AUM) Mar 2026
- BNY Mellon $379M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗