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Delta Capital Management, LLC

● SEC registered since 2020CRD 128350SEC# 801-118594Maitland, FL
Export (members)
Reg. AUM
$248.4M
Employees
8
Accounts
128
Location
Maitland, FL

Delta Capital Management, LLC assets under management

Delta Capital Management, LLC operates as an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2020. It reports $248.4 million in regulatory assets under management and employs 8 people.
www.deltaadvisor.comView on SEC.gov ↗

Delta Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Amy Casterline ControlOwnerOver 75%2023
Christopher Elliott Truesdell ControlPresident, Partner50-75%2021
Megan Rebecca Johnson ControlChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Delta Capital Management, LLC manage?

Delta Capital Management, LLC reports $248.4 million in regulatory assets under management on its Form ADV.

How many employees does Delta Capital Management, LLC have?

Delta Capital Management, LLC reports 8 employees.

Where is Delta Capital Management, LLC located?

Delta Capital Management, LLC is based in Maitland, FL and has been SEC-registered since 2020.

Does Delta Capital Management, LLC disclose fund performance?

Delta Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address698 N. Maitland Avenue, Suite 201, Maitland, FL 32751
Phone407-422-2423
Fax407-331-0307
Office hours9:00 a.m.- 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$248.4M
Total (RAUM)$248.4M