CRD: 157646
DT Investment Partners, LLC
$1.9B Total AUM
$1.8B Disc. AUM
14.1% 3Y CAGR
8 Employees
1,319 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · LPL Financial · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- FocusTimber alpha +more
- Established Date
- 06-09-2011
- Office Locations
- 1
Office Locations
Brandywine Five 1 Dickinson Drive, Suite 103 Chadds Ford PA
About DT Investment Partners, LLC
DT Investment Partners is a privately owned, SEC-registered RIA providing institutional-quality investment management and financial planning for retail and high-net-worth clients, plus small foundations and endowments. The firm also offers independent investment consulting. Portfolios commonly pair ETF-based allocations with taxable fixed income (including municipals), with client access through Schwab and eMoney.
Team overview
37 AVG AGE
$382.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.7 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Vertex zenith Timber Legacy frontier Pioneer legacy Zenith North pathway
Client Personas
Momentum alpha
Custodian
Pioneer Momentum Element atlas Wave
Investment Themes
Ember Oak Optima oak Alpha Vector momentum
Investment Vehicles
Focus summit Meridian
Platform
North insight
Services
Catalyst unison Quantum oak Optima Horizon unison Harbor capital Fusion peak
Technology
Momentum Ember pathway Prime meridian
Owner & Executives
J
JONATHAN DARRELL SMITH
Chief Executive Officer
- CRD
- #2655073
- Ownership
- 75% or more
(568) 813-2837
quantum.timber@capitalcapital.com
in linkedin.com/in/alpha-zenith
J
JOHN LEROY BLAIR JR
Managing Director
- CRD
- #3109469
- Ownership
- 10% but less than 25%
(420) 819-2362
focus.prime@eaglecapital.com
in linkedin.com/in/insight-meridian
N
North catalyst
Focus momentum wave
- CRD
- #23727
- Ownership
- 10.1%
(508) 550-8460
frontier.prime@optimacapital.com
in linkedin.com/in/vital-signal
Showing 2 of 3 owners & executives
Unlock allContacts
John Leroy Blair III
Director
- CRD
- #6691014
(932) 352-2954
insight.quantum@legacycapital.com
in linkedin.com/in/prime-fusion
M
Michael David D'Antonio
--
- CRD
- #6691018
(412) 699-5676
atlas.harbor@insightcapital.com
in linkedin.com/in/eagle-horizon
N
North ember
Quantum delta
- CRD
- #84900
(427) 667-5102
value.wave@pioneercapital.com
in linkedin.com/in/focus-summit
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,818,663,706 | $1,122,632 |
| Non-Discretionary | $94,185,818 | $1,255,811 |
| Total | $1,912,849,524 | $1,128,525 |
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Separately Managed Accounts
Total SMA Asset: $1,912,849,524
Equity - Exchange:
16.1% Municipal Bonds:
11.9% Corporate - Investment Grade:
23.1% U.S. Government/Agency:
18.2% Public Funds:
10.0% Cash:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $66,673,492 | 16.1% |
| Municipal Bonds | $49,280,407 | 11.9% |
| Corporate - Investment Grade | $95,661,966 | 23.1% |
| U.S. Government/Agency | $75,370,034 | 18.2% |
| Public Funds | $41,412,107 | 10.0% |
| Cash | $85,723,060 | 20.7% |
| Total | $414,121,066 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA RADIAL | FOCUS DELTA | HGXHG914G | JRD | 3.62% | $24,944,199 |
| WAVE ELEMENT | WAVE PEAK | LPYXNGIXM | KYZL | 2.59% | $30,860,350 |
| UNISON FRONTIER VECTOR | ELEMENT MERIDIAN | 2O2R6WG04 | JDYP | 6.41% | $43,867,589 |
| CATALYST ELEMENT FUSION | FUSION WAVE | 5AOBXT1NI | GCPDB | 7.25% | $18,397,824 |
| CREST NORTH | OPTIMA FOCUS | DVHMHOD6N | YBOLR | 7.78% | $31,900,699 |
| INSIGHT CREST PIONEER | BRIDGE OAK | EEHCGF5P3 | CPHZ | 10.54% | $10,692,111 |
| SUMMIT SUMMIT | RADIAL FOUNDATION | 3LYT1RSXB | EOJ | 9.97% | $60,598,709 |
| INSIGHT HORIZON | PEAK BEACON | 5XKF7ZRNE | CLXC | 12.32% | $2,894,732 |