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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2005
- Office Locations
- 1
Office Locations
About Delta Capital Management LLC
Delta Capital Management is an SEC-registered, privately owned investment advisor managing money exclusively for outside clients, serving both retail and institutional relationships. The firm runs low P/E, fundamentally researched, long-only equity strategies across large cap and mid/small cap, plus a diversified income offering with optional fixed income and balanced portfolios. DCM is not a broker and has no third-party selling arrangements; its team averages 28+ years of experience and has worked together for 22 years.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM FRANCIS COUGHLIN
Financial Advisor, General Partner
- CRD
- #2078844
- Ownership
- 50% but less than 75%
ANTHONY JOHN CAVLOV
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Crest harbor
Vector vertex north
- CRD
- #80386
- Ownership
- 15.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,245,252 | $5,859,640 |
| Non-Discretionary | $0 | -- |
| Total | $240,245,252 | $5,859,640 |
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Separately Managed Accounts
Total SMA Asset: $240,245,252
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $785,562,159 | 16.0% |
| Corporate - Investment Grade | $2,327,227,896 | 47.4% |
| Cash | $1,796,973,438 | 36.6% |
| Total | $4,909,763,493 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VITAL | INSIGHT PIONEER | 0E2DXMEI9 | BGIH | 7.26% | $53,523,436 |
| OAK FUSION OPTIMA | BEACON VERTEX | 4ATQ2ZSHP | FGG | 2.64% | $6,667,351 |
| FRONTIER FOCUS FOCUS | SUMMIT NORTH | VAHSTGBKG | JIQL | 6.02% | $84,189,411 |
| DELTA OAK | FOCUS BEACON | SUBY626NR | SGXHW | 6.84% | $98,750,805 |
| CREST OPTIMA | PIONEER WAVE | FL15FFCKU | BPY | 1.22% | $98,210,759 |
| FOCUS MATRIX PATHWAY | QUANTUM PRIME | SZPY4I4G4 | OXIS | 8.95% | $98,601,498 |
| SIGNAL QUANTUM | CATALYST WAVE | LHRG7CZRN | MUJGJ | 2.81% | $92,410,707 |
| EAGLE INSIGHT INSIGHT | ZENITH SUMMIT | 2JC6DPLGU | UBUYW | 9.57% | $44,355,316 |