DATTILIO & ASH CAPITAL MANAGEMENT, LLC

Overview

Dattilio & Ash Capital Management, LLC is a small, privately owned advisory firm organized as a limited liability company that provides portfolio management to individuals and small businesses. The firm favors liquid, exchange-traded public equities as its primary investment sleeve and structures client relationships under both percentage-of-AUM and fixed-fee arrangements. Advisory activity is focused on direct portfolio management rather than institutional or pension consulting, and the client base is principally individuals and families. Manager allocation activity shows selective use of third-party managers for non-core strategies: the firm allocates to real estate vehicles and to liquid alternative strategies when seeking sources of diversification outside listed equities. Dattilio & Ash does not position itself as an ESG specialist, and its operations are centered regionally rather than as a multi-state advisory platform. The firm lists an accounting firm among its industry affiliations, reflecting a client-service footprint oriented around tax-aware wealth planning and financial reporting coordination.

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Public Holdings

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Location & Offices