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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2009
- Office Locations
- 12
Office Locations
About Delta Investment Management, LLC
Delta Investment Management is an independent wealth manager serving individual investors, including retirees, with financial planning and discretionary portfolio management. The firm also operates as a TAMP for IARs, providing high-touch back-office support and access to scale. Its approach emphasizes diversified asset-allocation methods and disciplined, rules-based risk management to manage volatility; portfolios are largely ETF-based.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
NICHOLAS GRANGER ATKESON
Chief Compliance Officer, Managing Member
- CRD
- #2883445
- Ownership
- 50% but less than 75%
ANDREW DOOLING HOUGHTON
Managing Member, Principal
- CRD
- #2825725
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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TIMOTHY PATRICK ANDERSON
Agent
- CRD
- #1605230
HOWARD BERNARD ASCHWALD JR
--
- CRD
- #1080548
Beacon focus
Ridge peak catalyst
- CRD
- #76139
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $856,670,613 | $348,382 |
| Non-Discretionary | $0 | -- |
| Total | $856,670,613 | $348,382 |
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Separately Managed Accounts
Total SMA Asset: $856,670,613
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $330,942,592 | 10.0% |
| Equity - OTC | $231,659,814 | 7.0% |
| Public Funds | $731,383,128 | 22.1% |
| Private Funds | $155,543,018 | 4.7% |
| Cash | $615,553,221 | 18.6% |
| Other | $440,153,647 | 13.3% |
| U.S. Government/Agency | $804,190,500 | 24.3% |
| Total | $3,309,425,920 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA INSIGHT MOMENTUM | BRIDGE SIGNAL | 405129T92 | CHHXI | 2.26% | $2,244,084 |
| WAVE GLACIER | INSIGHT QUANTUM | UAT5IF19L | FMSKR | 5.81% | $45,573,922 |
| CREST CATALYST | BRIDGE BEACON | 8GBD8W13J | ABOGK | 7.80% | $6,736,146 |
| MERIDIAN INSIGHT | VITAL FOUNDATION | 3K9T2NROL | OZGNL | 10.44% | $115,441,563 |
| ZENITH FRONTIER FRONTIER | INSIGHT FOCUS | S54P6O0YJ | NPS | 4.06% | $66,612,888 |
| ELEMENT INSIGHT | ZENITH INSIGHT | 3UAGN83QJ | LLO | 9.33% | $28,886,019 |
| ALPHA PRIME | SUMMIT EAGLE | KRKN6WE9P | TCE | 4.15% | $90,052,406 |
| LEGACY FUSION VITAL | INSIGHT OPTIMA | CVRYCVZB7 | NTOJB | 8.68% | $5,972,980 |