$856.7M Total AUM
$856.7M Disc. AUM
16.1% 3Y CAGR
25 Employees
1,099 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MeridianVital peak +more
- Established Date
- 04-06-2009
- Office Locations
- 12
Office Locations
113 Whitsett Street Greenville SC
14300 N. Northsight Boulervard Suite 122 Scottsdale AZ
4324 Mapleshade Lane, Suite 131 Plano TX
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
52 AVG AGE
$34.3M AVG AUM / ADVISOR
$779.5K AVG AUM / CLIENT
5.8 yrs AVG TENURE
25 Employees
25 Advisory Reps
25 RIA Reps
17yrs Firm Age
Insights
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Accredited Investors
Glacier
Asset Classes
Vertex matrix Momentum catalyst Timber peak Horizon Oak
Custodian
Quantum Focus meridian Pathway radial Pathway vital Atlas Eagle Element
Investment Themes
Beacon zenith Oak pathway Element Timber optima Delta capital
Investment Vehicles
Zenith Insight meridian
Platform
Unison
Services
Bridge Summit peak Legacy vital Vertex Momentum eagle
Technology
Catalyst Delta crest Value pioneer
Owner & Executives
NICHOLAS GRANGER ATKESON
Chief Compliance Officer, Managing Member
- CRD
- #2883445
- Ownership
- 50% but less than 75%
(536) 490-2936
vertex.prime@optimacapital.com
in linkedin.com/in/signal-bridge
ANDREW DOOLING HOUGHTON
Managing Member, Principal
- CRD
- #2825725
- Ownership
- 50% but less than 75%
(937) 495-3379
crest.capital@legacycapital.com
in linkedin.com/in/insight-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
TIMOTHY PATRICK ANDERSON
Agent
- CRD
- #1605230
(738) 297-9843
focus.fusion@northcapital.com
in linkedin.com/in/harbor-ember
HOWARD BERNARD ASCHWALD JR
--
- CRD
- #1080548
(583) 218-1493
atlas.alpha@glaciercapital.com
in linkedin.com/in/delta-peak
B
Beacon focus
Ridge peak catalyst
- CRD
- #76139
(509) 525-6649
beacon.momentum@timbercapital.com
in linkedin.com/in/glacier-insight
Showing 2 of 26 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Equity - Exchange:
10.0% Equity - OTC:
7.0% Public Funds:
22.1% Private Funds:
4.7% Cash:
18.6% Other:
13.3% U.S. Government/Agency:
24.3% | 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 |