Delta Capital Management, LLC
● SEC registered since 2020CRD 128350SEC# 801-118594Maitland, FL
Reg. AUM
$277.4M
Employees
9
Accounts
108
Location
Maitland, FL
Delta Capital Management, LLC assets under management
Delta Capital Management, LLC operates as an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2020. It reports $277.4 million in regulatory assets under management and employs 9 people.
Delta Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Casterline Control | Owner | Over 75% | 2023 |
| Christopher Elliott Truesdell Control | President, Partner | 50-75% | 2021 |
| Megan Rebecca Johnson Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Delta Capital Management, LLC manage?
Delta Capital Management, LLC reports $277.4 million in regulatory assets under management on its Form ADV.
How many employees does Delta Capital Management, LLC have?
Delta Capital Management, LLC reports 9 employees.
Where is Delta Capital Management, LLC located?
Delta Capital Management, LLC is based in Maitland, FL and has been SEC-registered since 2020.
Does Delta Capital Management, LLC disclose fund performance?
Delta Capital Management, LLC 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, Suite 201, Maitland, FL 32751 |
| Phone | 407-422-2423 |
| Fax | 407-331-0307 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$277.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$277.4Mregulatory AUM
Discretionary $0Non-discretionary $277.4M