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DELTA CAPITAL MANAGEMENT, LLC
CRD 128350File 801-118594
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$277.4M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $277.4M
Clients
108
108 accounts
Employees
9
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 30, 2020
- Principal office
- 698 N. MAITLAND AVENUE, SUITE 201, MAITLAND, FL, 32751
- Phone
- 407-422-2423
- Website
- HTTP://WWW.DELTAADVISOR.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $277.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 108
- Total accounts
- 108
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 108 | $277.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D3
- Q11D5
- Q11E2
- Q11E3
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 128 | 108 | decreased by20 |
| Apr 1, 2026 | AUM | $248,375,866 | $277,361,855 | increased by$28,985,989 |
| Apr 1, 2026 | Accounts | 128 | 108 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 8 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 404 | 128 | decreased by276 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $212,237,614 | $248,375,866 | increased by$36,138,252 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 829 | 128 | decreased by701 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 442 | 404 | decreased by38 |
| Apr 1, 2022 | AUM | $173,711,254 | $212,237,614 | increased by$38,526,360 |
| Apr 1, 2022 | Accounts | 877 | 829 | decreased by48 |
| Dec 1, 2021 | Employees | 13 | 11 | decreased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DELTA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DELTA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.