Dillon & Associates Inc

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Client assets under management

$783,544,041

Clients

368

11% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

123

Very High

Average account size

$2,129,196

About

Dillon & Associates provides ongoing investment management to individuals (including high‑net‑worth clients), trusts, nonprofit organizations, and retirement plan sponsors, typically requiring an account size of at least $250,000. The firm’s services focus on security‑level recommendations and portfolio management across individual equities, corporate and municipal bonds, U.S. government securities, and certificates of deposit.

The firm’s investment approach emphasizes fundamental analysis of individual stocks and a long‑term holding orientation, with portfolios tailored to client objectives and preferences (for example, dividend income versus growth). Recommendations are generally discussed with clients prior to execution, and the brochure discloses that of roughly $916.4 million in assets under management, about $164.2 million is managed on a discretionary basis, so most client assets are handled non‑discretely; the firm may exercise discretion for certain retirement plans under ERISA when engaged as a plan fiduciary.

Noteworthy features include a relatively large amount of assets managed by a compact advisory team, producing an unusually high AUM per advisor for a firm of this structure. Dillon operates on a fee‑only basis, typically requires clients to designate their own brokers (directed brokerage) and generally does not aggregate client trades; the firm also discloses a potential conflict involving occasional recommendations of fixed‑income securities through JW Korth & Company due to a related former employee, with such relationships disclosed to clients.

Client services

Portfolio management Pension consulting

Expertise

Concentrated stock management

Occupation focus

Retired

Fee options

Percentage

$0 - $2,000,000: 0.8% $2,000,001 - $4,000,000: 0.7% $4,000,001 - >$4,000,000: 0.6%

Other

Account minimum: $250,000 Fee-only: Fee-only adviser; fees paid by clients only; no commissions or other compensation received.

Main office location

Dillon & Associates Inc

2585 Spring Arbor Road

Jackson MI 49203, United States

Number of offices

Most active in

California · Florida · Michigan · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 517-796-7090

Advisors at this firm

Jeffrey D

Series 65

Jackson, MI

Dillon & Associates Inc

Jeffrey Dillon is a Series 65-licensed financial advisor with Dillon & Associates Inc in Jackson, MI, bringing 22 years of industry experience. He has been with Dillon & Associates since 1996. Dillon & Associates provides investment advice and portfolio management to individuals, trusts, non-profits, and retirement plan sponsors, focusing on long-term fundamental analysis of stocks and investment-grade fixed income. The firm operates primarily on a non-discretionary basis and serves as a fiduciary for retirement accounts, tailoring portfolios to client objectives and preferences.

Concentrated stock management Retired

Eric G

Series 65

Jackson, MI

Dillon & Associates Inc

Eric Grasse is a financial advisor at Dillon & Associates Inc with 15 years of industry experience. He has held a Series 65 designation and has been with Dillon & Associates since 1999. The firm provides ongoing investment advice and portfolio management to individuals, trusts, non-profit organizations, and retirement plan sponsors, focusing on tailored recommendations across equities, fixed income, and government securities. Dillon & Associates emphasizes a long-term, fundamental analysis approach and typically operates on a non-discretionary basis, discussing recommendations with clients prior to execution.

Concentrated stock management Retired

Matthew J

Series 65

Jackson, MI

Dillon & Associates Inc

Matthew Johnson is a financial advisor at Dillon & Associates Inc with a Series 65 credential and one year of industry experience. Prior to joining Dillon & Associates, he held roles at Northern Trust and worked at Real Seafood Co. from 2022 to 2022. Dillon & Associates provides investment advice and portfolio management to individuals, trusts, non-profit organizations, and retirement plan sponsors. The firm focuses on long-term, fundamental analysis of stocks and investment-grade fixed income, typically operating on a non-discretionary basis and working closely with clients to tailor portfolios to their objectives.

Concentrated stock management Retired

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