RIA Intel›Advisers›Ohio›DELTA CAPITAL MANAGEMENT, INC.

DELTA CAPITAL MANAGEMENT, INC.

Advisory

DUBLIN, OH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$284K
across 24 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
24
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

EQUITY ANALYSTS INC.
CINCINNATI, OH
$7M
-73.5% 1Y
COVENANT WEALTH ADVISORS LTD
$7M
DUNHILL INVESTMENT ADVISORS, LIMITED
CINCINNATI, OH
$7M
CITYFUND ADVISORY, INC.
CINCINNATI, OH
$7M
DUPONT WEALTH SOLUTIONS, LLC
DUBLIN, OH
$7M
GUSTAFSON, BAXTER FINANCIAL SERVICES, INC.
POWELL, OH
$7M
-72.0% 1Y

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