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Dillon Capital Management

Updated today

Client assets under management

$66,956,768

Clients

56

34% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

19

Very Low

Average account size

$1,195,657

About

Dillon Capital Management provides investment management and consulting to both individual and institutional clients, including retirement plans, 401(k) plans, pension sponsors and insurance companies. The firm manages primarily discretionary separate accounts and reports roughly $83 million in assets under management, with a stated account minimum for advisory relationships.

DCM employs a long-term, risk-conscious investment process that combines quantitative screening, fundamental company research, and portfolio-level diversification across strategic balanced and focused equity strategies. The firm constructs an Investment Policy Guideline for each client, applies tactical adjustments as market conditions change, and has recently updated its disclosures to address additional material risks associated with its direct indexing offerings.

What distinguishes Dillon from many peers is its explicit work with insurance company clients and the availability of separately managed account capabilities that the brochure indicates can involve borrowing and the use of derivatives, factors the firm notes can add complexity and potential tracking error. The firm is relatively small — three investment adviser representatives — and emphasizes customized IPGs, continuous monitoring, and quarterly written portfolio reports for clients.

Client services

Portfolio management Pension consulting

Expertise

Passive / index investing Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Income planning

Occupation focus

Retired Founder/Business Owner

Fee options

Percentage

$0 - $2 million: 1.00% $2 million - $5 million: 0.80% Over $5 million+: 0.60%

Other

Account minimum: $200,000 Fee-only: Annual investment management fees billed quarterly in arrears, expressed as a percentage of average market value of the portfolio; fees negotiable within disclosed ranges.

Main office location

Dillon Capital Management

809 N. Bethlehem Pike, Ste. F1

Ambler PA 19002, United States

Number of offices

1

Most active in

New Jersey · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Geoffrey D

Series 63, Series 65

Ambler, PA

Dillon Capital Management

Geoffrey Deasey is a financial advisor at Dillon Capital Management with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Columbus Macro and Ironview Capital Management. He receives compensation from Ironview Capital Management for legacy accounts opened prior to November 2017 but does not conduct ongoing business there. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans, 401(k)s, and insurance companies. The firm employs a long-term, risk-aware investment process that combines quantitative screening and fundamental research, offering both discretionary and non-discretionary management through diversified portfolios.

Passive / index investing Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Income planning Retired Founder/Business Owner
user avatar

George F

Series 66

Ambler, PA

Dillon Capital Management

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.

Passive / index investing Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Income planning Retired Founder/Business Owner
user avatar

Christian N

Series 63, Series 65

Ambler, PA

Dillon Capital Management

Christian Noyes is a financial advisor at Dillon Capital Management with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wedgwood Investment Partners Inc and Penn Capital Management. Outside of his advisory role, he is the owner and manager of Pine Heart LLC, a property management company. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, offering separately managed strategies with active monitoring and tactical adjustments.

Passive / index investing Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Income planning Retired Founder/Business Owner
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