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DILLON & ASSOCIATES INC
CRD 104662File 801-31572
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2026 | Clients | 352 | 394 | increased by42 |
| Apr 1, 2026 | AUM | $852,711,142 | $916,399,032 | increased by$63,687,890 |
| Apr 1, 2026 | Accounts | 905 | 963 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 298 | 352 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $698,429,706 | $852,711,142 | increased by$154,281,436 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 727 | 905 | increased by178 |
| Apr 1, 2022 | Clients | 271 | 298 | increased by27 |
| Apr 1, 2022 | AUM | $577,019,116 | $698,429,706 | increased by$121,410,590 |
| Apr 1, 2022 | Accounts | 675 | 727 | increased by52 |
| Oct 1, 2021 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DILLON ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DILLON ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
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.