# Dattilio & Ash Capital Management

Dattilio & Ash Capital Management is a Bank / Wealth / Trust based in Lebanon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lebanon, United States
- **Region:** North America
- **Address:** Lebanon, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** dattilioash.com

## Regulatory record

- **CRD number:** 289117
- **Latest Form ADV filing:** 2026-01-08T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289117

## About

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.

## People

- Tony Ash — CFA
- Dave Dattilio — CPA

## Questions

### How is Dattilio & Ash compensated?

The firm states it is fee-only and acts as a fiduciary, meaning it charges clients directly for advice and portfolio management rather than receiving commissions or referral fees from product providers. Specific fee schedules are not published.

### Is Dattilio & Ash structured to serve institutions or just individual families?

Its website names individuals, high-net-worth individuals, families, trusts, businesses, and charitable institutions as clients, but its regional footprint and service language are oriented primarily toward personal and family wealth rather than large-scale institutional mandates.

### Does the firm allocate to private equity, venture capital, or hedge funds?

Publicly available information does not indicate any alternative-asset allocation. The described services focus on financial planning and portfolio management, without reference to private-market investments, direct deals, or fund commitments.

### What is Dattilio & Ash's geographic reach?

The firm explicitly states it serves clients in New Hampshire, Vermont, and Massachusetts. It maintains a single office in Lebanon, New Hampshire, and does not list any additional locations or a national advisory footprint.

## Related profiles

- [Datou Capital](https://altss.com/profile/datou-capital)
- [Datum](https://altss.com/profile/datum)

---

Last updated: 2026-07-06T00:32:46.543Z

Canonical page: https://altss.com/profile/dattilio-ash-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology