CRD: 338957
Delta Capital
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2025
- Office Locations
- 1
Office Locations
About Delta Capital
Delta Capital Pro (Delta Capital) is a newly established retail-focused advisory and asset manager providing global investment strategies, strategic allocation, and capital-protection oriented portfolio construction alongside financial planning for clients including business owners. Reported SMA positioning is concentrated in U.S. government/agency bonds with limited derivatives and cash exposure, and the firm custodies with Apex.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
Rafael Joao Amorim
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Luis Schmitt
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $765,553 | $127,592 |
| Non-Discretionary | $0 | -- |
| Total | $765,553 | $127,592 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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