Firm profile

DELTA CAPITAL

SANTANA DE PARNAIBA, S?O PAULOCRD 338957Latest ADV March 26, 2026

Delta Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santana De Parnaiba, S? O Paulo.

Assets Under Management
$766K
Employees
2
Offices
1 office
Total Clients
6
Primary office
SANTANA DE PARNAIBA, S?O PAULO
ALAMEDA DAS CASTANHEIRAS, 275, SANTANA DE PARNAIBA, S?O PAULO, Brazil
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLuis Schmitt
CCORafael J. Amorim

Advisory services offered

1 types reported
Financial Planning Services

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$766Kas of March 26, 2026
Discretionary100.0%
$766K
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$766K
Total Accounts6
10Y AUM Change$-1M (-60.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee3:1
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.