DELPHINUS FINANCIAL ADVISORS, LLC

Overview

Delphinus Financial Advisors, LLC is an independent registered investment adviser focused on fee-based planning and discretionary portfolio management for individuals, families and small-business owners. The firm operates under a fixed-fee structure and reports itself as owner-operated rather than part of a larger corporate network. Its advisory activity centers on comprehensive financial planning and running client portfolios on a discretionary basis, rather than acting as a capital allocator or pension consultant. Delphinus does not position itself as an active ESG investor and is not run as a multi-state advisory platform. The adviser registered with the SEC in 2024 and emphasizes a compact, client-focused model: smaller client counts, concentrated AUM, and a hands-on approach to portfolio construction and ongoing management. Custody and trade execution are primarily routed through a single major custodian, which aligns with a straightforward operational footprint.

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