Dillon Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,956,768
Clients
56
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.80% Over $5 million+: 0.60%
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
809 N. Bethlehem Pike, Ste. F1
Ambler PA 19002
Advisors at this office
3
Most active in
New Jersey · Pennsylvania
Also doing business as
Dillon Capital Management · Dillon Capital Management, L.P. · Dillon Capital Management, LLC
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.
Forms ADV
Advisors at this firm
Geoffrey D
Series 63, Series 65
Ambler, PA
Dillon Capital Management
Geoffrey Deasey is a financial advisor at Dillon Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Columbus Macro and Ironview Capital Management, where he continues to receive compensation for legacy accounts opened before 2017. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research, emphasizing customized investment policy guidelines and continuous portfolio monitoring.
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.
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 previously worked at Wedgwood Investment Partners Inc. Additionally, Noyes owns and manages two property management companies in Moorestown, New Jersey. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research across diversified equity strategies.
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