Delta Advisory Group, Inc.
● SEC registered since 2023CRD 105966SEC# 801-126783Maitland, FL
Reg. AUM
$216.3M
Employees
8
Accounts
930
Location
Maitland, FL
Delta Advisory Group, Inc. assets under management
Delta Advisory Group, Inc. operates as an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2023. It reports $216.3 million in regulatory assets under management and employs 8 people.
Delta Advisory Group, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Clarence Smith Control | Chairman, President | Under 5% | 1996 |
| Clarence-Pelton, Ltd. Control | Shareholder/Owner | Over 75% | 1996 |
| Donald Carl Nestor | Senior Vice President | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Delta Advisory Group, Inc. manage?
Delta Advisory Group, Inc. reports $216.3 million in regulatory assets under management on its Form ADV.
How many employees does Delta Advisory Group, Inc. have?
Delta Advisory Group, Inc. reports 8 employees.
Where is Delta Advisory Group, Inc. located?
Delta Advisory Group, Inc. is based in Maitland, FL and has been SEC-registered since 2023.
Does Delta Advisory Group, Inc. disclose fund performance?
Delta Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 698 N Maitland Avenue, Ste 201, Maitland, FL 32751 |
| Phone | 407-331-9213 |
| Fax | 407-331-0307 |
| Office hours | 9:00 a.m.-4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.3M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$216.3Mregulatory AUM
Discretionary $216.3M