Dattilio & Ash Capital Management, LLC

Overview

Dattilio & Ash Capital Management, LLC is a small, independent registered investment adviser owned by an individual principal and focused on serving individual and family clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses. Its fee approach combines a percentage-of-assets model with the ability to charge fixed fees. Dattilio & Ash reports it is not an active ESG investor and does not operate as a multi-state adviser or a capital allocator. The firm lists an accounting professional affiliation in its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives