DELTA ADVISORY GROUP, INC.

Overview

Delta Advisory Group, Inc. is an independent registered investment adviser serving individual and family clients, with a business model centered on financial planning, discretionary portfolio management for individuals and small businesses, and the publication of client-facing periodicals or newsletters. The firm charges fees based on a percentage of assets under management and also offers hourly billing for select services. Investment activity is equity-focused: filings show a clear preference for exchange-traded equities as the dominant sleeve of client portfolios. Delta Advisory Group does not position itself as a capital allocator and does not identify as an active ESG investor. Portfolio construction appears to emphasize liquid public markets — primarily exchange-traded stocks and ETFs — while supplementing core equity exposure with mutual funds, annuity products, and allocations to third‑party real estate managers where appropriate. The firm operates as a single-adviser entity, providing hands-on discretionary management and financial planning for retail clients rather than institutional pension consulting.

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Public Holdings

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Location & Offices