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DILLON & ASSOCIATES INC
CRD 104662File 801-31572
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$916.4M
Above cohort median (national)
Discretionary AUM
$164.2M
Non-discretionary $752.2M
Clients
394
963 accounts
Employees
8
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 4, 1988
- Principal office
- 2585 SPRING ARBOR ROAD, JACKSON, MI, 49203
- Phone
- 517-796-7090
- Website
- HTTP://WWW.DILLON-ASSOC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $916.4M
- Discretionary AUM
- $164.2M
- Non-discretionary AUM
- $752.2M
- Discretionary accounts
- 125
- Non-discretionary accounts
- 838
- Total accounts
- 963
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $45.8M |
| High net worth individuals | 40 | $453.1M |
| Pension and profit sharing plans | 17 | $87.1M |
| Individuals (other than high net worth individuals) | 328 | $330.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.