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| Delta Financial Advisors Inc
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|---|---|
| CRD # | 121907 |
| SEC # | 801-120897 |
| CIK # | 0001690978, 0001790295 |
| AUM | 234.0 M (2026-03-16) |
| Employees | 10 (60% Investors, 40% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-962-0480 |
| Address | 10539 Metropolitan Avenue Kensington, MD 20895-4015 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.6 | ||
| Nvidia Corp | 15.0 | ||
| Microsoft Corp | 13.4 | ||
| Alphabet Inc | 13.0 | ||
| Applied Materials Inc /DE | 10.7 | ||
| TJX Companies Inc /DE/ | 9.6 | ||
| Visa Inc | 7.7 | ||
| Goldman Sachs Group Inc | 7.7 | ||
| iShares Comex Gold Trust | 7.2 | ||
| Costco Wholesale Corp /NEW | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 53.3 |
| (b) Individuals (high net worth individuals) | 71 | 180.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 234.0 |
| By Discretionary | ||
| Discretionary | 603 | 233.8 |
| Non-Discretionary | 1 | 0.2 |
| Total | 604 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 233.7 | |
| Total | 604 | 234.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001690978] | |
| 4 | [0001690978] | |
| 13F-HR | [0001790295] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Delta Advisors LLC | |
| Good Times Restaurants Inc | |
| Jobson Charles E | |
| Delta Partners LP | |
| Delta Partners GP LLC | |
| Prism Partners LP |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Good Times Restaurants Inc gtim
Common Stock
|
2019-05-08 | Other | 5,468 | $2.26 | 12,358 |
|
Good Times Restaurants Inc gtim
Common Stock
|
2019-05-08 | Other | 5,468 | $2.26 | 12,358 |
|
Good Times Restaurants Inc gtim
Common Stock
|
2018-12-31 | Other | 5,364 | $2.50 | 13,410 |
|
Good Times Restaurants Inc gtim
Common Stock
|
2018-12-31 | Other | 6,200 | $2.50 | 15,500 |
|
Good Times Restaurants Inc gtim
Restricted Stock Units · derivative
|
2018-11-16 | Grant | 2,740 | $0.00 | |
|
Good Times Restaurants Inc GTIM
Common Stock
|
2018-09-28 | Other | 1,135,096 | $4.65 | 5,278,196 |
|
Good Times Restaurants Inc GTIM
Common Stock
|
2018-09-28 | Other | 1,363,440 | $4.65 | 6,339,996 |
|
Good Times Restaurants Inc gtim
Common Stock
|
2018-03-08 | Other | 670,784 | $0.00 | |
|
Good Times Restaurants Inc gtim
Common Stock
|
2018-03-08 | Other | 670,784 | $0.00 | |
|
Good Times Restaurants Inc gtim
Common Stock
|
2017-12-29 | Gift | 208,333 | $0.00 | |
|
Good Times Restaurants Inc gtim
Common Stock
|
2017-12-29 | Other | 208,333 | $0.00 | |
|
Good Times Restaurants Inc GTIM
Common Stock
|
2017-12-20 | Other | 901,586 | $0.00 | |
|
Good Times Restaurants Inc GTIM
Common Stock
|
2017-12-20 | Other | 879,117 | $0.00 | |
|
Good Times Restaurants Inc gtim
Good Times Restaurants Inc.
|
2017-08-18 | Buy | 1,400 | $2.80 | 3,920 |
|
Good Times Restaurants Inc gtim
Good Times Restaurants Inc.
|
2017-08-15 | Buy | 4,800 | $2.63 | 12,624 |
|
Good Times Restaurants Inc gtim
Good Times Restaurants Inc common stock
|
2016-11-28 | Buy | 16,590 | $3.22 | 53,420 |
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