Delta Capital
Firm details
- Headquarters
- Santana De Parnaba So Paulo,
- CRD number
- 338957
- Registered since
- January 27, 2026
- Custodians
- TASTYTRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Delta Capital is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2026. Ownership is held by an individual and the firm targets individual and family clients, providing financial planning services and charging fees as a percentage of assets under management. Delta Capital does not position itself as a capital allocator, does not list ESG investing as active, and is not registered as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds80%
- Derivatives15%
- Cash & Cash Equivalents5%
Contacts
2 of 2Rafael Amorim
Co-FounderCRD 8188387
Luis Schmitt
CRD 8188394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santana De Parnaba So Paulo, null
New Haven
Location
Santana De Parnaba So Paulo, null
Headquartered in Santana De Parnaba So Paulo, null, anchoring the New York-Newark, NY-NJ-CT-PA metro.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- County
- New Haven
- Address
- Alameda Das Castanheiras 275
- Office locations
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