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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2012
- Office Locations
- 2
Office Locations
About Delta Capital Management, Inc.
Delta Capital Management is a Dublin, Ohio registered investment adviser providing investment management and portfolio design for financial advisors and their clients, with a focus on managing volatility and mitigating downside risk while participating in upside market returns. The team emphasizes straightforward, client-understandable strategies built for both up and down markets and is experienced working directly with advisors. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
CHARLES J LOMBARDO
Managing Director, President
- CRD
- #5781215
- Ownership
- 50% but less than 75%
THOMAS JOSEPH MANGIA
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,817,247 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,817,247 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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