Dattilio & Ash Capital Management

Dattilio & Ash Capital Management

Tony Ash, CFA, and Dave Dattilio, CPA, founded Dattilio & Ash Capital Management in 2018 as a registered investment adviser in Lebanon, New Hampshire. The firm operates under a fee-only structure, charging clients directly rather than earning commissions on product sales, and explicitly adopts a fiduciary standard for the individuals, families, trusts, businesses, and charitable institutions it serves. The firm's investment philosophy centers on risk-managed, customized portfolio construction. Its service footprint is geographically concentrated in New Hampshire, Vermont, and Massachusetts — a deliberate regional focus that shapes sourcing and client relationships. Offerings span financial planning and portfolio management for high-net-worth individuals, without a stated emphasis on private markets, direct deals, or alternative assets. The firm lists two named principals on its website: Tony Ash, who holds the CFA charter, and Dave Dattilio, a CPA. No additional office locations, headcount figures, or affiliated philanthropic or operating entities are disclosed. Publicly available materials do not indicate participation in co-investment clubs, fund-of-funds programs, or institutional LP commitments. Recent verifiable operational events are not available. Dattilio & Ash's structural differentiator is its rejection of the omnichannel wealth model. By maintaining a single-location, fiduciary-only, regional practice serving clients across just three states, the firm operates as a close substitute for a personal family CFO rather than a multi-family office — a governance choice that shapes its entire conflict-of-interest profile.