$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-2012
- Office Locations
- 1
Office Locations
-- Tempe AZ
About Delphi Value Investments, LLC
Delphi Value Investments (Tempe, AZ) manages client assets in separately managed accounts at Interactive Brokers, using a long-term, value-oriented equity approach based on conservative intrinsic-value estimates. Portfolios are typically concentrated and built for clients willing to stay invested 3+ years; the firm does not short. Anthony Morley invests alongside clients; $100k minimum.
Team overview
33 AVG AGE
$4.5M AVG AUM / ADVISOR
$135.6K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Foundation prime Foundation ridge Capital Meridian ridge Summit
Custodian
Meridian Delta fusion
Investment Themes
Unison atlas
Investment Vehicles
Quantum horizon Atlas summit
Services
Alpha vital Unison Crest pathway Frontier
Owner & Executives
ANTHONY JAMES MORLEY
PORTFOLIO MANAGER
- CRD
- #5684950
- Ownership
- 75% or more
(389) 649-1897
focus.signal@vectorcapital.com
in linkedin.com/in/oak-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,476,313 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,476,313 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,476,313
Equity - Exchange:
28.4% Cash:
71.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,308,023,739 | 28.4% |
| Cash | $3,297,693,653 | 71.6% |
| Total | $4,605,717,392 | 100.0% |