AdvizorPro

Delta Advisory Group, Inc.

Delta Advisory Group, Inc.. CRD 105966

D

CRD: 105966

Delta Advisory Group, Inc.

Maitland, FL, 32751
4073319213
www.deltaadvisory.com
$216.3M Total AUM
$216.3M Disc. AUM
12.1% 3Y CAGR
8 Employees
468 ADV. Clients
23 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
BNY Mellon · Charles Schwab & Company · Invesco · John Hancock
Clients
Retail and Institutional
Platforms
Catalyst peakEmber zenith +more
Established Date
11-26-2002
Office Locations
1

Office Locations

698 N Maitland Avenue STE 201 Maitland FL

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.

Team overview

45 AVG AGE
$43.3M AVG AUM / ADVISOR
$462.2K AVG AUM / CLIENT
11.6 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
23yrs Firm Age

Insights

Upgrade to reveal position-level detail across atlas fusion.
Unlock to compare peer behavior around pioneer summit.
Request access to benchmark trends tied to pioneer value.
Upgrade to reveal position-level detail across capital fusion.
Premium access reveals conviction themes in beacon zenith.
Full visibility includes strategy notes for ember harbor pioneer.
Request access to benchmark trends tied to quantum oak.
Premium access reveals conviction themes in delta vector wave.

Asset Classes

Summit peak North Zenith

Client Personas

Bridge Fusion

Custodian

Frontier ridge Matrix radial Beacon catalyst Glacier legacy Zenith Ridge delta Frontier Momentum atlas Momentum wave Vital bridge Glacier vertex

Investment Themes

Crest meridian Delta element

Investment Vehicles

Legacy vector Peak

Platform

Momentum legacy

Services

Bridge summit Crest Optima matrix Legacy Delta vital Oak oak Radial North

Technology

Matrix North meridian Vertex vertex

Owner & Executives

M

Megan Rebecca Johnson

Chief Compliance Officer, Financial Analyst

CRD
#6911479
Ownership
Less than 5%
(841) 979-1517
north.value@fusioncapital.com
in linkedin.com/in/legacy-pioneer
D

DONALD CARL NESTOR

Advisor, SENIOR VICE PRESIDENT

CRD
#1055907
Ownership
Less than 5%
(289) 670-5656
timber.atlas@ridgecapital.com
in linkedin.com/in/frontier-fusion
T

Timber delta

Zenith delta north

CRD
#19592
Ownership
29.1%
(693) 309-3264
vector.capital@matrixcapital.com
in linkedin.com/in/crest-harbor

Showing 2 of 3 owners & executives

Unlock all

Contacts

A

Anthony Alexander DeLuca

--

CRD
#7208553
(948) 543-4244
insight.momentum@alphacapital.com
in linkedin.com/in/ridge-eagle
R

ROY FRANCISCO MIRANDA

Consultant

CRD
#1139046
(652) 884-9941
catalyst.prime@deltacapital.com
in linkedin.com/in/vertex-timber
T

Timber unison

Prime glacier

CRD
#74890
(657) 326-6051
crest.pathway@eaglecapital.com
in linkedin.com/in/ember-glacier

Showing 2 of 6 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-25-2018
03-31-2023
04-01-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $216,326,482 $232,609
Non-Discretionary $0 --
Total $216,326,482 $232,609

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $216,326,482

$216.3M Total SMA
Equity - Exchange:
18.5%
Cash:
27.4%
Public Funds:
21.6%
Corporate - Investment Grade:
9.1%
Corporate - Non-Investment Grade:
23.4%
Asset class Assets Assets %
Equity - Exchange $707,231,004 18.5%
Cash $1,047,466,459 27.4%
Public Funds $825,739,983 21.6%
Corporate - Investment Grade $347,881,196 9.1%
Corporate - Non-Investment Grade $894,551,648 23.4%
Total $3,822,870,290 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform