RIA Intel›Advisers›California›DELTA ADVISORS

DELTA ADVISORS

Advisory

SONOMA, CA

Data as of Dec 24, 2025 · Source: SEC Form ADV

Rank in CA
#3,484
of 5,480 advisers by AUM
AUM change, 1 year
-13.5%
21st percentile in CA
AUM CAGR, 3 year
+0.0%
compound annual growth
Average account
$2M
across 29 accounts
AUM per adviser
$49M
1 advisers
Filing history
19
filings since 2001

Source: SEC Form ADV. Figures as filed Dec 24, 2025.

Total AUM
$49M
1-Year AUM Growth
-13.5%
3-Year CAGR
+0.0%
Employees
2
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingApr 23, 2001
Latest FilingDec 24, 2025
Full AUM trend chart and 19 historical filings spanning 24+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndSeptember
Operates InCA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

JOSLIN, JEFFREY ALEX
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$49M
ROCKROSE CAPITAL MANAGEMENT, LLC
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$49M
LIGHTHOUSE FINANCIAL PLANNING, LLC
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$49M
+0.4% 1Y
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$49M
JADWIN PARTNERS, LLC
BURLINGAME, CA
$49M
+13.5% 1Y

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