DATTILIO & ASH CAPITAL MANAGEMENT, LLC

DATTILIO & ASH CAPITAL MANAGEMENT, LLC of LEBANON, NH is an SEC-registered investment adviser (CRD 289117). Regulatory assets under management: $18.3M.

Registration

• CRD: 289117
• Type: Registered investment adviser
• Location: 23 BANK STREET, LEBANON, NH, 03766
• Phone: 603-448-6047
• Latest filing: 2026-01-08
• Regulatory AUM: $18.3M
• Discretionary AUM: $18.3M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289117 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search