Delta Capital Management, LLC
Firm details
- Headquarters
- Maitland, Florida
- CRD number
- 128350
- Registered since
- April 30, 2020
- Website
- deltaadvisor.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Delta Capital Management, LLC is a privately owned institutional RIA that registered with the SEC in 2020 and operates as a limited liability company. The firm serves an institutional client base and markets itself primarily as a pension consultant, providing pension consulting services rather than acting as a traditional discretionary asset allocator. Its fee model is based on a percentage of assets under management. Filings indicate the adviser is not positioned as an active ESG investor, is not a multi-state adviser, and is not structured as a related adviser or capital allocator. Industry affiliations listed include relationships with another investment adviser and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Megan Johnson
Chief Compliance OfficerCRD 6911479
Contacts
3 of 7
Duncan Dewahl
Financial AdvisorCRD 2036950

Anthony DeLuca
Financial AdvisorCRD 7208553

Roy Miranda
Investment AdvisorCRD 1139046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Maitland, FL
Orange
Location
Maitland, FL
Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 698 N Maitland Ave
- Time zone
- ET (UTC-5)
- Office locations
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