Dillon & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, MI. Its latest Form ADV filing, dated March 29, 2026, reports $916M in regulatory assets under management, 8 employees, and 963 accounts.
Assets Under Management
$916M
Employees
8
Offices
--
Total Clients
394
Primary office
JACKSON, MI
2585 SPRING ARBOR ROAD, JACKSON, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
328
2
HNWI
10.2%
40
3
Pension Plans
4.3%
17
4
Charitable
2.3%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$916Mas of March 29, 2026
Discretionary17.9%
$164M
18% of total RAUM17.9%
Non-discretionary82.1%
$752M
82% of total RAUM82.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$916M
Total Accounts963
10Y AUM Change+$631M (+220.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee49:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.