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David Matthew Dietrich

Investment adviser representative at Dew Point Capital
10 yearsExperience
1 stateRegistered in
$513.2MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Dew Point CapitalJun 2021 to now
  2. Advantage Capital Advisors, LLCSep 2016 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (CA).

Dew Point Capital

Legal name: Dew Point Capital, Inc.

$513.2MAssets managed
618Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5763394
Firm CRD
305010
Advisor's SEC record (opens in a new tab)
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