DELTA FINANCIAL ADVISORS, L.L.C.
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 122092
- Registered since
- February 3, 2003
- Website
- www.deltafinad.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.78%
- Corporations / Businesses12.49%
- Individuals7.85%
- Charitable Organizations0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Delta Financial Advisors, L.L.C. is an independent Registered Investment Adviser organized as an LLC and registered with the SEC since 2003. The firm is individually owned and advises both individual/family and institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Delta charges fees as a percentage of assets under management and also bills on an hourly basis for some services. The firm does not advertise itself as an active ESG investor, and its filings do not identify it as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities52%
- Investment Grade Corp Bonds15%
- Public Funds/Mutual Funds15%
- State & Local Bonds9%
- Cash & Cash Equivalents7%
Contacts
3 of 3AINSLEY BISHOP
PartnerCRD 4055743
CATHERINE JOHNSON
Senior Portfolio ManagerCRD 4604873
GERARD PLAUCHE
Managing PartnerCRD 2423209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$89.6M in ETFs
96%
$85.5M
0%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20M | 30,827 | 22.38% |
Location
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 111 Veterans Memorial Blvd
- Time zone
- CT (UTC-6)
- Office locations
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