DELTA FINANCIAL ADVISORS, INC
CRD #121907 SEC #801-120897 KENSINGTON, MD 301-962-0480
SEC Registered
Total AUM
$208.5M
Discretionary
$185.6M
Employees
8
Clients
10
Accounts
533
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $208.5M | $185.6M | $22.9M | 8 | 1 |
| Aug 2025 | $208.5M | $185.6M | $22.9M | 8 | 1 |
| Mar 2025 | $208.5M | $185.6M | $22.9M | 8 | 1 |
| Apr 2024 | $188.8M | $136.1M | $52.7M | 6 | 0 |
| Mar 2024 | $188.8M | $136.1M | $52.7M | 6 | 0 |
| Apr 2023 | $160.1M | $0 | $160.1M | 7 | 0 |
| Apr 2023 | $160.1M | $0 | $160.1M | 7 | 0 |
| Mar 2023 | $160.1M | $0 | $160.1M | 7 | 0 |
| Mar 2022 | $169.1M | $0 | $169.1M | 9 | 0 |
| Sep 2021 | $123M | $0 | $123M | 8 | 0 |
| Mar 2021 | $123M | $0 | $123M | 8 | 0 |
| Sep 2012 | $46M | $0 | $46M | 1 | 26 |
| Aug 2012 | $46M | $0 | $46M | 1 | 26 |
| Jun 2012 | $46M | $0 | $46M | 1 | 26 |
| May 2012 | $46M | $0 | $46M | 1 | 26 |
| Mar 2012 | $46M | $0 | $46M | 1 | 26 |
| Aug 2011 | $45M | $0 | $45M | 5 | -- |
| Mar 2011 | $45M | $0 | $45M | 5 | -- |
| Mar 2011 | $45M | $0 | $45M | 5 | -- |
| Mar 2010 | $35M | $0 | $35M | 5 | -- |
DateAug 2025
Total AUM$208.5M
Discretionary$185.6M
Non-Disc.$22.9M
Employees8
Clients1
DateAug 2025
Total AUM$208.5M
Discretionary$185.6M
Non-Disc.$22.9M
Employees8
Clients1
DateMar 2025
Total AUM$208.5M
Discretionary$185.6M
Non-Disc.$22.9M
Employees8
Clients1
DateApr 2024
Total AUM$188.8M
Discretionary$136.1M
Non-Disc.$52.7M
Employees6
Clients0
DateMar 2024
Total AUM$188.8M
Discretionary$136.1M
Non-Disc.$52.7M
Employees6
Clients0
DateApr 2023
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees7
Clients0
DateApr 2023
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees7
Clients0
DateMar 2023
Total AUM$160.1M
Discretionary$0
Non-Disc.$160.1M
Employees7
Clients0
DateMar 2022
Total AUM$169.1M
Discretionary$0
Non-Disc.$169.1M
Employees9
Clients0
DateSep 2021
Total AUM$123M
Discretionary$0
Non-Disc.$123M
Employees8
Clients0
DateMar 2021
Total AUM$123M
Discretionary$0
Non-Disc.$123M
Employees8
Clients0
DateSep 2012
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees1
Clients26
DateAug 2012
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees1
Clients26
DateJun 2012
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees1
Clients26
DateMay 2012
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees1
Clients26
DateMar 2012
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees1
Clients26
DateAug 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMar 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMar 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMar 2010
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--