Delta Advisory Group, Inc.
Delta Advisory Group, Inc. is an SEC-registered mass-market adviser in Maitland, FL with $216.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Delta Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105966, SEC 801-126783, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $216.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Maitland, FL
- Employees
- 8
- Clients
- 468
- CRD
- 105966
- Ownership
- SMITH, CHARLES, CLARENCE; SMITH, REBECCA, ELLIOTT; CASTERLINE, SEAN, DONOVAN; BRENLOVE, BARBARA, LEA; DICKS, JACK, WILLIAM
How much AUM does Delta Advisory Group, Inc. have?
Delta Advisory Group, Inc. reported $216.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Delta Advisory Group, Inc.?
Disclosed owners and executives of Delta Advisory Group, Inc. include SMITH, CHARLES, CLARENCE, SMITH, REBECCA, ELLIOTT, CASTERLINE, SEAN, DONOVAN, BRENLOVE, BARBARA, LEA, DICKS, JACK, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.