DELTA FINANCIAL ADVISORS, L.L.C.

CRD 122092File 801-61891

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$592.3M

Above cohort median (national)

Discretionary AUM

$531.2M

Non-discretionary $61.1M

Clients

217

549 accounts

Employees

Above cohort median in LA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Feb 3, 2003
Principal office: 111 VETERANS MEMORIAL BLVD., SUITE 1555, METAIRIE, LA, 70005
Phone: 504 522-9019
Website: HTTPS://WWW.DELTAFINAD.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $592.3M
Discretionary AUM: $531.2M
Non-discretionary AUM: $61.1M
Discretionary accounts: 543
Non-discretionary accounts: 6
Total accounts: 549
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$73.9M
Charitable organizations	Fewer than 5	$5.3M
High net worth individuals	98	$466.6M
Individuals (other than high net worth individuals)	113	$46.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
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.