$1.5B Total AUM
$1.5B Disc. AUM
7.4% 3Y CAGR
10 Employees
556 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-21-2001
- Office Locations
- 1
Office Locations
700 Colonial RD Suite 220 Memphis TN
About Delta Asset Management, LLC
Delta Asset Management, LLC is a Memphis-based RIA. The firm has been operating for 24 years. Managing $1.5B in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
34 AVG AGE
$254.7M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
8.3 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DANIEL JEREMY BERG
Chief Financial Officer, DIRECTOR OF FINANCE, Secretary, TREASURER
- CRD
- #6146365
- Ownership
- Less than 5%
Available
Available
Available
MYRON MERRIELL MALL
Managing Director
- CRD
- #2270098
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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BRANDON ANDREW BYRD
Certified Financial Planner
- CRD
- #6487921
Available
Available
Available
CHRISTOPHER CALVERT JONES
Vice President
- CRD
- #4748357
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,528,043,700 | $1,352,251 |
| Non-Discretionary | $0 | -- |
| Total | $1,528,043,700 | $1,352,251 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | 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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