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Delta Advisory Group, Inc.

● SEC registered since 2023CRD 105966SEC# 801-126783Maitland, FL
Export (members)
Reg. AUM
$192.6M
Employees
7
Accounts
905
Location
Maitland, FL

Delta Advisory Group, Inc. assets under management

Delta Advisory Group, Inc. operates as an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2023. It reports $192.6 million in regulatory assets under management and employs 7 people.
www.deltaadvisory.comView on SEC.gov ↗

Delta Advisory Group, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Charles Clarence Smith ControlChairman, PresidentUnder 5%1996
Clarence-Pelton, Ltd. ControlShareholder/OwnerOver 75%1996
Donald Carl NestorSenior Vice PresidentUnder 5%2006
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Frequently asked questions

How much does Delta Advisory Group, Inc. manage?

Delta Advisory Group, Inc. reports $192.6 million in regulatory assets under management on its Form ADV.

How many employees does Delta Advisory Group, Inc. have?

Delta Advisory Group, Inc. reports 7 employees.

Where is Delta Advisory Group, Inc. located?

Delta Advisory Group, Inc. is based in Maitland, FL and has been SEC-registered since 2023.

Does Delta Advisory Group, Inc. disclose fund performance?

Delta Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address696 N Maitland Avenue, Ste 201, Maitland, FL 32751
Phone407-331-9213
Fax407-331-0307
Office hours9:00 a.m.-4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.6M
Non-discretionary$0
Total (RAUM)$192.6M