CRD: 159052
DEL-Sette Capital Management, LLC
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- Custodian
- Cetera · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2012
- Office Locations
- 3
Office Locations
About DEL-Sette Capital Management, LLC
Del-Sette Capital Management is a fee-based RIA in Schenectady, NY offering investment management alongside tax preparation and estate/life planning. The team centers planning on retirement readiness and financial independence, using Kinder Life Planning in a structured “Happiness in Retirement” process delivered virtually or in person. Portfolios are primarily implemented with ETFs (per public filings).
Team overview
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CRM
Custodian
Fund Managers
Investment Themes
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Owner & Executives
HERMES WILLIAM DEL-SETTE III
Chief Compliance Officer, Managing Member
- CRD
- #3098267
- Ownership
- 75% or more
ANN MARIE ARCEO
--
- CRD
- #5869801
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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JEREMY MARC SCHER
--
- CRD
- #7063538
Dustin John Troia
--
- CRD
- #8136295
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,533,425 | $261,950 |
| Non-Discretionary | $0 | -- |
| Total | $192,533,425 | $261,950 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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