The Dayton Company Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Occupation focus
Fee options
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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