MANSFIELD, MACRD 152952Latest ADV January 26, 2026
Delphinus Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mansfield, MA. Its latest Form ADV filing, dated January 26, 2026, reports $157M in regulatory assets under management, 2 employees, 2 offices, and 356 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.1% of total clients.
Top client categories% of clientsClients
1
HNWI
71.1%
64
2
Individuals
28.9%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of January 26, 2026
Discretionary100.0%
$157M
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.
Total AUM$157M
Total Accounts356
10Y AUM Change+$46M (+41.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee45:1
10Y Employee Change-1 (-33.3%)
* 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.