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DELTA FINANCIAL ADVISORS, INC

CRD 121907 · SEC 801-120897

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10539 METROPOLITAN AVENUE, KENSINGTON, MD, 20895-4015, United States

Phone

301-962-0480

Fax

301-962-0481

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$234.0M

Discretionary AUM

$233.8M

Team

10 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals174$53.3M
High net worth individuals71$180.6M

States served

DC, LA, MD, NC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD