Delta Financial Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Kensington, MD. Its latest Form ADV filing, dated March 16, 2026, reports $234M in regulatory assets under management, 10 employees, and 604 accounts.
Assets Under Management
$234M
Employees
10
Offices
--
Total Clients
245
Primary office
KENSINGTON, MD
10539 METROPOLITAN AVENUE, KENSINGTON, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
174
2
HNWI
29.0%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of March 16, 2026
Discretionary99.9%
$234M
100% of total RAUM99.9%
Non-discretionary0.1%
$181K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$234M
Total Accounts604
10Y AUM Change+$111M (+90.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change+2 (+25.0%)
* 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.