DELTA ASSET MANAGEMENT, LLC
CRD #113688 SEC #801-60492 MEMPHIS, TN 901-767-4791
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
8
Clients
1
Accounts
1,123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.4B | $1.4B | $0 | 8 | 0 |
| Sep 2025 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 8 | 0 |
| Nov 2024 | $1.4B | $1.4B | $4.9M | 9 | 0 |
| Aug 2024 | $1.4B | $1.4B | $4.9M | 9 | 0 |
| Jun 2024 | $1.4B | $1.4B | $4.9M | 9 | 0 |
| Mar 2024 | $1.4B | $1.4B | $4.9M | 9 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 9 | 0 |
| May 2022 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 10 | 0 |
| Feb 2022 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 10 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 9 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 9 | 0 |
| Aug 2019 | $920.4M | $920.4M | $0 | 9 | 0 |
| Mar 2019 | $920.4M | $920.4M | $0 | 9 | 0 |
| Oct 2018 | $947.8M | $947.8M | $0 | 10 | 0 |
| Mar 2018 | $947.8M | $947.8M | $0 | 10 | 0 |
| Nov 2017 | $823.1M | $823.1M | $0 | 10 | 0 |
| Aug 2017 | $823.1M | $823.1M | $0 | 10 | 900 |
| Jul 2017 | $823.1M | $823.1M | $0 | 10 | 900 |
| Jun 2017 | $823.1M | $823.1M | $0 | 10 | 900 |
| Mar 2017 | $823.1M | $823.1M | $0 | 10 | 900 |
| Jan 2017 | $757.7M | $757.7M | $0 | 9 | 900 |
| Jun 2016 | $757.7M | $757.7M | $0 | 9 | 900 |
| Mar 2016 | $757.7M | $757.7M | $0 | 9 | 900 |
| Oct 2015 | $729M | $729M | $0 | 9 | 900 |
| Oct 2015 | $729M | $729M | $0 | 9 | 900 |
| Mar 2015 | $729M | $729M | $0 | 9 | 900 |
| Oct 2014 | $659.7M | $659.7M | $0 | 9 | 800 |
| Mar 2014 | $659.7M | $659.7M | $0 | 9 | 800 |
| Mar 2013 | $569.6M | $542.4M | $27.3M | 8 | 700 |
| Mar 2012 | $507.3M | $482.9M | $24.4M | 6 | 700 |
| Jun 2011 | $469M | $469M | $0 | 10 | -- |
| Mar 2011 | $469M | $469M | $0 | 10 | -- |
| Oct 2010 | $426.1M | $426.1M | $0 | 10 | -- |
| May 2010 | $426.1M | $426.1M | $0 | 10 | -- |
| Mar 2009 | $381.7M | $381.7M | $0 | 10 | -- |
| Mar 2008 | $501.9M | $501M | $832.8K | 10 | -- |
| Mar 2007 | $491.3M | $491.3M | $0 | 10 | -- |
| Dec 2006 | $427.9M | $427.9M | $0 | 10 | -- |
| Dec 2006 | $427.9M | $427.9M | $0 | 10 | -- |
| Mar 2006 | $427.9M | $427.9M | $0 | 10 | -- |
| Mar 2004 | $354.9M | $350.8M | $4.1M | 10 | -- |
| Nov 2003 | $277.5M | $272.8M | $4.7M | 10 | -- |
| Mar 2002 | $250.8M | $249M | $1.8M | 10 | -- |
| Aug 2001 | $232.6M | $231.1M | $1.5M | 10 | -- |
DateNov 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.9M
Employees9
Clients0
DateAug 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.9M
Employees9
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.9M
Employees9
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.9M
Employees9
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$920.4M
Discretionary$920.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$920.4M
Discretionary$920.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$947.8M
Discretionary$947.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$947.8M
Discretionary$947.8M
Non-Disc.$0
Employees10
Clients0
DateNov 2017
Total AUM$823.1M
Discretionary$823.1M
Non-Disc.$0
Employees10
Clients0
DateAug 2017
Total AUM$823.1M
Discretionary$823.1M
Non-Disc.$0
Employees10
Clients900
DateJul 2017
Total AUM$823.1M
Discretionary$823.1M
Non-Disc.$0
Employees10
Clients900
DateJun 2017
Total AUM$823.1M
Discretionary$823.1M
Non-Disc.$0
Employees10
Clients900
DateMar 2017
Total AUM$823.1M
Discretionary$823.1M
Non-Disc.$0
Employees10
Clients900
DateJan 2017
Total AUM$757.7M
Discretionary$757.7M
Non-Disc.$0
Employees9
Clients900
DateJun 2016
Total AUM$757.7M
Discretionary$757.7M
Non-Disc.$0
Employees9
Clients900
DateMar 2016
Total AUM$757.7M
Discretionary$757.7M
Non-Disc.$0
Employees9
Clients900
DateOct 2015
Total AUM$729M
Discretionary$729M
Non-Disc.$0
Employees9
Clients900
DateOct 2015
Total AUM$729M
Discretionary$729M
Non-Disc.$0
Employees9
Clients900
DateMar 2015
Total AUM$729M
Discretionary$729M
Non-Disc.$0
Employees9
Clients900
DateOct 2014
Total AUM$659.7M
Discretionary$659.7M
Non-Disc.$0
Employees9
Clients800
DateMar 2014
Total AUM$659.7M
Discretionary$659.7M
Non-Disc.$0
Employees9
Clients800
DateMar 2013
Total AUM$569.6M
Discretionary$542.4M
Non-Disc.$27.3M
Employees8
Clients700
DateMar 2012
Total AUM$507.3M
Discretionary$482.9M
Non-Disc.$24.4M
Employees6
Clients700
DateJun 2011
Total AUM$469M
Discretionary$469M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$469M
Discretionary$469M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$426.1M
Discretionary$426.1M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$426.1M
Discretionary$426.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$501.9M
Discretionary$501M
Non-Disc.$832.8K
Employees10
Clients--
DateMar 2007
Total AUM$491.3M
Discretionary$491.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$354.9M
Discretionary$350.8M
Non-Disc.$4.1M
Employees10
Clients--
DateNov 2003
Total AUM$277.5M
Discretionary$272.8M
Non-Disc.$4.7M
Employees10
Clients--
DateMar 2002
Total AUM$250.8M
Discretionary$249M
Non-Disc.$1.8M
Employees10
Clients--
DateAug 2001
Total AUM$232.6M
Discretionary$231.1M
Non-Disc.$1.5M
Employees10
Clients--