Delta Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Maitland, FL. Its latest Form ADV filing, dated March 31, 2026, reports $216M in regulatory assets under management, 8 employees, 1 office, and 930 accounts.
Assets Under Management
$216M
Employees
8
Offices
1 office
Total Clients
468
Primary office
MAITLAND, FL
698 N MAITLAND AVENUE, STE 201, MAITLAND, FL, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
413
2
HNWI
11.8%
55
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of March 31, 2026
Discretionary100.0%
$216M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$216M
Total Accounts930
10Y AUM Change+$186M (+604.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee59:1
10Y Employee Change+5 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.