$592.3M Total AUM
$531.2M Disc. AUM
-- 3Y CAGR
5 Employees
217 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 02-03-2003
- Office Locations
- 1
Office Locations
111 Veterans Memorial Blvd. Suite 1555 Metairie LA
About Delta Financial Advisors, L.l.c.
Delta Financial Advisors is an SEC-registered, fee-only wealth management and investment counseling firm providing personalized financial and investment advice aligned to client goals. The team builds and manages portfolios using a mix of ETFs and fixed income, emphasizing education, experience, and judgment in portfolio construction and risk management. Serves retail and institutional investors and does not earn commissions.
Team overview
-- AVG AGE
$197.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
12.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
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Asset Classes
Capital Frontier value
Custodian
Vital fusion Peak timber
Investment Themes
Capital Wave
Investment Vehicles
Prime vital Fusion bridge
Platform
Alpha harbor
Services
Ridge Optima Matrix north Prime atlas Eagle momentum Signal vertex
Technology
Catalyst atlas
Owner & Executives
AINSLEY DESILVA BISHOP
Partner
- CRD
- #4055743
- Ownership
- 50% but less than 75%
(528) 758-4257
optima.peak@pathwaycapital.com
in linkedin.com/in/alpha-north
GERARD ANTHONY PLAUCHE
Chief Compliance Officer, Managing Member
- CRD
- #2423209
- Ownership
- 50% but less than 75%
(890) 308-4871
alpha.frontier@deltacapital.com
in linkedin.com/in/matrix-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
CATHERINE MEYER JOHNSON
Senior Portfolio Manager
- CRD
- #4604873
(790) 458-8767
vertex.unison@crestcapital.com
in linkedin.com/in/summit-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,167,011 | $978,208 |
| Non-Discretionary | $61,120,325 | $10,186,721 |
| Total | $592,287,336 | $1,078,848 |
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Separately Managed Accounts
Total SMA Asset: $592,287,336
Equity - Exchange:
14.5% Corporate - Investment Grade:
11.4% Public Funds:
6.9% Municipal Bonds:
12.4% Cash:
6.6% Other:
23.1% U.S. Government/Agency:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,064,084,036 | 14.5% |
| Corporate - Investment Grade | $836,590,208 | 11.4% |
| Public Funds | $506,357,231 | 6.9% |
| Municipal Bonds | $909,975,314 | 12.4% |
| Cash | $484,341,699 | 6.6% |
| Other | $1,695,195,948 | 23.1% |
| U.S. Government/Agency | $1,841,966,160 | 25.1% |
| Total | $7,338,510,596 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA ATLAS | OPTIMA UNISON | Z1836ZXYI | KMC | 11.01% | $116,448,453 |
| QUANTUM HORIZON MATRIX | MOMENTUM FOUNDATION | N8RUTU9RM | ZYH | 12.54% | $57,274,216 |
| GLACIER FRONTIER OPTIMA | ALPHA UNISON | DYV3PFPFV | RABZ | 2.07% | $47,957,388 |
| RIDGE UNISON | VALUE HORIZON | 9EXFV1VRV | BLII | 12.51% | $84,740,970 |
| RADIAL VERTEX MOMENTUM | OPTIMA FOUNDATION | IE5IQO8CS | OOW | 10.26% | $2,114,919 |
| FOUNDATION FRONTIER QUANTUM | FUSION CAPITAL | T9P1JSDFL | OZRZK | 0.89% | $83,737,932 |
| INSIGHT VITAL | VECTOR CATALYST | GT8MPK2SX | FYH | 10.39% | $84,453,468 |
| NORTH MATRIX ATLAS | PIONEER ELEMENT | PKGNFCEUR | OTNC | 12.14% | $31,397,579 |