DELTA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$277M
Discretionary
$0
0% of AUM
Avg account
$2.6M
Accounts
108
Employees
9
Advisory reps
8

Firm details

Headquarters
MAITLAND, Florida
CRD number
128350
Registered since
April 30, 2020
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

Delta Capital Management, LLC is an SEC-registered advisory firm organized as an LLC and registered in 2020. The firm serves institutional clients and identifies pension consulting as a core advisory activity. Its business model centers on percentage-of-AUM fees and it operates under individual ownership. Delta Capital does not report being an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or a related adviser to another registered entity. Industry affiliations include relationships with another investment adviser and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • 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

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth