The Dayton Company Inc logo

The Dayton Company Inc

Updated today

Total assets under management

$0

Total clients

0

Total advisors

1

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

The Dayton Company, Inc provides investment advisory and consulting services exclusively to pension and profit‑sharing plans, assisting plan fiduciaries with initial investment selection, ongoing reviews, and general participant education. The firm does not offer advisory services to individual retail clients and does not accept custody or discretionary trading authority for client accounts.

The firm’s advice is driven by each plan’s Investment Policy Statement and typically follows a fundamental asset‑allocation approach that favors a long‑term, passive buy‑and‑hold posture with periodic rebalancing; market timing is not a stated objective. Recommendations and analyses rely on third‑party reports, account statements and industry publications, and client accounts are reviewed at least annually or as requested.

Compared with many peers in the investment‑manager category, the firm’s practice is notable for combining pension consulting and participant education with licensed insurance agency activities and related products such as individual life insurance and health savings accounts. It also operates as an adviser that does not execute client trades or custody assets, and it charges fees on an assets‑under‑advisement model rather than earning transaction‑based or custodial compensation.

Client services

Pension consulting

Occupation focus

Retired

Fee options

Percentage

0.50% (50 basis points) or less as agreed, calculated on assets under advisement

Main office location

The Dayton Company Inc

5727 Baker Way Nw, Suite 101

Gig Harbor WA 98332, United States

Number of offices

1

Most active in

Washington

Disclosures

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

Business activities & affiliations

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