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DELTA CAPITAL MANAGEMENT, LLC
CRD 128350File 801-118594
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.