Dillon & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$783,544,041
Clients
368
Advisors
4
of 8 employees
About
Dillon & Associates provides ongoing investment management to individuals (including high‑net‑worth clients), trusts, non-profit organizations, and corporate retirement plan sponsors, typically working with accounts of $250,000 or more. Services concentrate on portfolio management using individual equities, corporate and municipal bonds, U.S. government securities, certificates of deposit, and occasional recommendations of mutual funds and other instruments.
The firm follows a fundamental, long‑term investment approach for stocks and favors investment‑grade fixed income, with portfolio recommendations tailored to client objectives and preferences. In practice Dillon typically discusses and executes recommendations with clients rather than exercising broad discretionary authority — only about $164 million of its roughly $916 million in assets is managed on a discretionary basis — and clients generally designate their own brokers for trade execution and custody.
Dillon is notable for managing a large amount of assets relative to its small advisory team, resulting in an unusually high AUM per advisor, and for operating as a fee‑only adviser that does not emphasize comprehensive financial planning services. The brochure also discloses several operational features that distinguish the firm from peers: it generally does not aggregate client trades, it may recommend fixed‑income instruments from JW Korth & Company (with a disclosed potential conflict tied to a related former employee), and it provides institutional brokerage referrals and services when clients request or lack a custodian.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.8% $2,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%
Account minimum: $250,000 Fee-only: Fee-only adviser; no commissions or other compensation received beyond fees described.
Main office
2585 Spring Arbor Rd, Suite 600
Jackson MI 49203
Advisors at this office
4
Most active in
California · Florida · Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey D
Series 65
Jackson, MI
Dillon & Associates Inc
Jeffrey Dillon is a financial advisor with Dillon & Associates Inc in Jackson, MI, holding a Series 65 designation and bringing 23 years of industry experience. He has been with Dillon & Associates since 1996. Dillon & Associates provides ongoing investment management to individuals, trusts, non-profit organizations, and corporate retirement plan sponsors, typically managing accounts of $250,000 or more. The firm employs a fundamental, long-term investment approach focused on individual equities and investment-grade fixed income, with portfolio recommendations tailored to client objectives.
Eric G
Series 65
Jackson, MI
Dillon & Associates Inc
Eric Grasse is a Series 65-licensed advisor with Dillon & Associates Inc, based in Jackson, MI, with 16 years of industry experience. He has been with Dillon & Associates since 1999. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plan sponsors, focusing on fundamental, long-term approaches with individual equities and investment-grade fixed income. The firm serves accounts typically starting at $250,000 and is noted for managing a high level of assets relative to its small team, operating primarily on a fee-only basis without emphasizing comprehensive financial planning.
Easton O
Series 65
Jackson, MI
Dillon & Associates Inc
Easton Oliver is a financial advisor with Dillon & Associates Inc in Jackson, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Dillon & Associates, Oliver worked at Advance Turning & Mfg for several years. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plan sponsors, focusing on long-term, fundamental approaches to equities and investment-grade fixed income. The firm manages a significant amount of assets relative to its small team and primarily operates on a fee-only basis.
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 worked at Northern Trust and has experience outside finance at Real Seafood Co and Countryside Retirement Community. Dillon & Associates provides investment management services to individuals, trusts, non-profits, and corporate retirement plans, focusing on fundamental, long-term stock investments and investment-grade fixed income. The firm typically collaborates closely with clients on portfolio recommendations and manages a significant amount of assets relative to its small advisory team.
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