CRD: 152952
Delphinus Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2010
- Office Locations
- 2
Office Locations
About Delphinus Financial Advisors, LLC
Delphinus Financial Advisors, LLC is a fee-only, fiduciary RIA delivering holistic financial planning, with optional investment management and tax planning & preparation. Built around a “total-life” approach, it coordinates investments, taxes, and other financial decisions to help clients pursue goals with reduced risk. Custodied with Charles Schwab and aligned with Dimensional Fund Advisors.
Reported data analysis
What the numbers show
Between November 18, 2025 and January 26, 2026, reported AUM increased 18.4%, from $132.6M to $157.1M.
Across 3 reported observations, AUM increased 41.7% between November 20, 2024 and January 26, 2026, from $110.9M to $157.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 90 clients, or 45 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ANTHONY A SALOTTO
Advisor, Chief Compliance Officer, Manager
- CRD
- #5756043
- Ownership
- 75% or more
Andrew Simon Blacker
Associate Financial Advisor and Partner
- CRD
- #7868686
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,091,655 | $441,269 |
| Non-Discretionary | $0 | -- |
| Total | $157,091,655 | $441,269 |
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Separately Managed Accounts
SMA allocation detail is available
Delphinus Financial Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.