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| Delta Capital Management LLC
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|---|---|
| CRD # | 106248 |
| SEC # | 801-64169 |
| CIK # | 0000893738 |
| AUM | $277.4 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-986-4040 |
| Address | 157 Broad St Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000893738 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 3.5 | ||
| Carrier Global Corp | 3.5 | ||
| Procter & Gamble Co | 3.3 | ||
| Home Depot Inc | 3.2 | ||
| Norfolk Southern Corp | 3.2 | ||
| Sony Corp | 3.1 | ||
| McDonalds Corp | 3.1 | ||
| Air Products & Chemicals Inc /DE/ | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| PNC Financial Services Group Inc | 2.8 | ||
| Amgen Inc | 2.8 | ||
| PepsiCo Inc | 2.7 | ||
| Fedex Corp | 2.6 | ||
| UnitedHealth Group Inc | 2.6 | ||
| BP PLC | 2.3 | ||
| Qnity Electronics Inc | 2.3 | ||
| Digital Realty Trust Inc | 2.2 | ||
| Medtronic Holdings Ltd | 1.7 | ||
| CVS Caremark Corp | 1.7 | ||
| Altria Group Inc | 1.7 | ||
| Northrop Grumman Corp /DE/ | 1.7 | ||
| Iron Mountain Inc | 1.5 | ||
| EOG Resources Inc | 1.5 | ||
| 3M Co | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 104.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 109.4 |
| (h) Charitable organizations | 4 | 10.6 |
| (i) State or municipal government entities | 3 | 11.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 240.2 |
| By Discretionary | ||
| Discretionary | 41 | 240.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 240.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.2 | |
| Total | 41 | 240.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000893738] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auspicious Financial Planning LLC
✚
|
CA | 0.3 |
|
Macco Financial Group Inc
✚
|
WI | 0.3 |
|
Oasis Advisors LLC
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|
IA | 0.3 |
|
Universal Financial Advisors LLC
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|
MO | 0.3 |
|
HBE Wealth Management LLC
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|
NE | 0.3 |
|
Kilter Group LLC
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|
0.3 | |
|
Tyner Capital Management Investment Counsel Inc
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|
TN | 0.3 |
|
Milestone Investments Inc
✚
|
NC | 0.3 |
|
Planguide Financial LLC
✚
|
TX | 0.3 |
|
The Retirement GUYS Formula LLC
✚
|
OH | 0.3 |