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 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
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 1Megan Johnson
Chief Compliance OfficerCRD 6911479
Contacts
3 of 7DUNCAN 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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