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| Delta Financial Advisors Inc
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|---|---|
| CRD # | 121907 |
| SEC # | 801-120897 |
| CIK # | 0001790295, 0001690978 |
| AUM | $234.0 M (2026-03-16) |
| Employees | 10 (60% Investors, 40% Brokers) |
| Phone | 301-962-0480 |
| Address | 10539 Metropolitan Avenue Kensington, MD 20895-4015 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001790295 0001690978 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.6 | ||
| Nvidia Corp | 15.0 | ||
| Microsoft Corp | 13.4 | ||
| Alphabet Inc | 13.0 | ||
| Applied Materials Inc /DE | 10.7 | ||
| TJX Companies Inc /DE/ | 9.6 | ||
| Visa Inc | 7.7 | ||
| Goldman Sachs Group Inc | 7.7 | ||
| iShares Comex Gold Trust | 7.2 | ||
| Costco Wholesale Corp /NEW | 7.1 | ||
| Amazon Com Inc | 6.9 | ||
| Wal Mart Stores Inc | 6.4 | ||
| Johnson & Johnson | 6.3 | ||
| J P Morgan Chase & Co | 6.2 | ||
| United Technologies Corp /DE/ | 6.1 | ||
| Chevron Corp | 5.6 | ||
| Procter & Gamble Co | 5.3 | ||
| Nucor Corp | 5.1 | ||
| Broadcom Inc | 4.9 | ||
| Entergy Corp /DE/ | 4.8 | ||
| BlackRock Inc | 4.1 | ||
| Oracle Corp | 3.8 | ||
| Aflac Inc | 3.8 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| 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 |
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