Delta Financial Advisors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metairie, LA. Its latest Form ADV filing, dated March 11, 2026, reports $592M in regulatory assets under management, 5 employees, and 549 accounts.
Assets Under Management
$592M
Employees
5
Offices
--
Total Clients
217
Primary office
METAIRIE, LA
111 VETERANS MEMORIAL BLVD., SUITE 1555, METAIRIE, LA, 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 52.1% of total clients.
Top client categories% of clientsClients
1
Individuals
52.1%
113
2
HNWI
45.2%
98
3
Corporations
2.3%
5
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$592Mas of March 11, 2026
Discretionary89.7%
$531M
90% of total RAUM89.7%
Non-discretionary10.3%
$61M
10% of total RAUM10.3%
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$592M
Total Accounts549
10Y AUM Change+$196M (+49.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* 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.