DELTA FINANCIAL ADVISORS, INC

CRD 121907File 801-120897

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$234.0M

Below cohort median (national)

Discretionary AUM

$233.8M

Non-discretionary $181K

Clients

245

604 accounts

Employees

Bottom 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Apr 22, 2021
Principal office: 10539 METROPOLITAN AVENUE, KENSINGTON, MD, 20895-4015
Phone: 301-962-0480
Website: HTTPS://X.COM/DFAONE

Assets & accounts

ADV Item 5F

Total regulatory AUM: $234.0M
Discretionary AUM: $233.8M
Non-discretionary AUM: $181K
Discretionary accounts: 603
Non-discretionary accounts: 1
Total accounts: 604
AUM per client: $955K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	71	$180.6M
Individuals (other than high net worth individuals)	174	$53.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other
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 11

This 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.