← Directory
DELTA ADVISORY GROUP, INC.
CRD 105966File 801-126783
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.3M
Below cohort median (national)
Discretionary AUM
$216.3M
Clients
468
930 accounts
Employees
8
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 18, 2023
- Principal office
- 698 N MAITLAND AVENUE, STE 201, MAITLAND, FL, 32751
- Phone
- 407-331-9213
- Website
- HTTP://WWW.DELTAADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.3M
- Discretionary AUM
- $216.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 930
- Non-discretionary accounts
- 0
- Total accounts
- 930
- AUM per client
- $462K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $898K |
| High net worth individuals | 55 | $134.7M |
| Individuals (other than high net worth individuals) | 413 | $80.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.