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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Eagle primeInsight horizon
- Established Date
- 02-06-2012
- Office Locations
- 1
Office Locations
About Dillon Capital Management
Dillon Capital Management is an independent investment adviser focused on discretionary portfolio management for long-term objectives. The firm serves individuals and institutions, including pension plans, IRAs, trusts, and insurance companies, and builds efficient allocation strategies using ETFs, mutual funds/index funds, and fixed income. It does not take custody, charge commissions, or sell life insurance, and can custody assets at Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE FRANCIS FOLEY
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2255151
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
GEOFFREY JOSEPH DEASEY
--
- CRD
- #1395822
CHRISTIAN M NOYES
Investment Advisor Representative
- CRD
- #3070165
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,379,940 | -- |
| Non-Discretionary | $204,562 | -- |
| Total | $83,584,502 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,584,502
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,432,589,526 | 22.4% |
| Equity - Exchange | $991,300,788 | 15.5% |
| Corporate - Investment Grade | $633,153,407 | 9.9% |
| U.S. Government/Agency | $1,407,007,570 | 22.0% |
| Cash | $1,931,437,665 | 30.2% |
| Total | $6,395,488,956 | 100.0% |