Fee-only adviser · Ambler, PA
Dillon Capital Management
Dillon Capital Management is a fee-only investment adviser registered with the securities regulators of New Jersey, Pennsylvania, with its main office in Ambler, Pennsylvania. On its latest Form ADV, filed March 6, 2026, it reports $84M in regulatory assets under management, 56 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Jersey, Pennsylvania |
|---|---|
| Firm CRD number | 159420 |
| Office | 809 N. Bethlehem Pike, Ste. F1 Ambler, PA 19002 |
| Phone | (215) 367-5365 |
| Website | www.dillonone.com |
| Regulatory assets under management | $84M ($83M discretionary) |
| Individual clients | 37 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ambler
- Lansing Street Advisors $555M
- Rational Capital Advisors LLC $2.6M
- Keitz Investment Management Ltd. $16M
See all 4 fee-only advisers in Ambler →
Nearby
- Lower Gwynedd 1 firm
- Montgomeryville 3 firms
- North Wales 1 firm
- Horsham 1 firm
- Fort Washington 1 firm
- Blue Bell 5 firms
- Lansdale 1 firm
- Plymouth Meeting 2 firms
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