Delta Financial Advisors, L.L.C.
● SEC registered since 2003CRD 122092SEC# 801-61891Metairie, LA
Reg. AUM
$592.3M
Employees
5
Accounts
549
Location
Metairie, LA
Delta Financial Advisors, L.L.C. assets under management
Delta Financial Advisors, L.L.C. is an SEC-registered investment adviser based in Metairie, LA. The firm has been registered since 2003. It reports $592.3 million in regulatory assets under management and employs 5 people.
Delta Financial Advisors, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ainsley Desilva Bishop Control | Member | 50-75% | 2008 |
| Gerard Anthony Plauche Control | Managing Member & Chief Compliance Officer | 50-75% | 2002 |
Frequently asked questions
How much does Delta Financial Advisors, L.L.C. manage?
Delta Financial Advisors, L.L.C. reports $592.3 million in regulatory assets under management on its Form ADV.
How many employees does Delta Financial Advisors, L.L.C. have?
Delta Financial Advisors, L.L.C. reports 5 employees.
Where is Delta Financial Advisors, L.L.C. located?
Delta Financial Advisors, L.L.C. is based in Metairie, LA and has been SEC-registered since 2003.
Does Delta Financial Advisors, L.L.C. disclose fund performance?
Delta Financial Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 Veterans Memorial Blvd., Suite 1555, Metairie, LA 70005 |
| Phone | 504 522-9019 |
| Fax | 504-522-9676 |
| Office hours | 8:30-4:30 Cst |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1790295 |
| Discloses disciplinary history | No |
Regulatory AUM
$592.3M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$592.3Mregulatory AUM
Discretionary $531.2MNon-discretionary $61.1M