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- Custodian
- BNY Mellon · Charles Schwab & Company · Invesco · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-26-2002
- Office Locations
- 1
Office Locations
About Delta Advisory Group, Inc.
Delta Advisory Group is an independent, fee-based fiduciary RIA in the Greater Orlando (Maitland, FL) area with CFP® professionals. The firm provides personalized wealth management, retirement planning (including 401(k) rollovers), and estate management for high-net-worth individuals and employers. Portfolios are supported by client-specific analysis and proprietary research and are primarily implemented with ETFs. Recognized as a Paladin Registry member.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 12.3%, from $192.6M to $216.3M.
Across 5 reported observations, AUM increased 708.3% between July 25, 2018 and March 31, 2026, from $26.8M to $216.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 468 clients, or 93.6 clients per representative. That equates to $462.2K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
Megan Rebecca Johnson
Chief Compliance Officer, Financial Analyst
- CRD
- #6911479
- Ownership
- Less than 5%
DONALD CARL NESTOR
Advisor, SENIOR VICE PRESIDENT
- CRD
- #1055907
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Anthony Alexander DeLuca
Financial Advisor
- CRD
- #7208553
ROY FRANCISCO MIRANDA
Consultant
- CRD
- #1139046
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,326,482 | $232,609 |
| Non-Discretionary | $0 | -- |
| Total | $216,326,482 | $232,609 |
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Separately Managed Accounts
SMA allocation detail is available
Delta Advisory Group, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.