DELTA FINANCIAL ADVISORS, L.L.C.
CRD #122092 SEC #801-61891 METAIRIE, LA 504 522-9019
SEC Registered
Total AUM
$429.7M
Discretionary
$375M
Employees
4
Clients
26
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $429.7M | $375M | $54.7M | 4 | 0 |
| Mar 2025 | $429.7M | $375M | $54.7M | 4 | 0 |
| Nov 2024 | $381.1M | $331.2M | $49.9M | 4 | 0 |
| Mar 2024 | $381.1M | $331.2M | $49.9M | 4 | 0 |
| Oct 2023 | $339M | $291.5M | $47.5M | 4 | 0 |
| Mar 2023 | $339M | $291.5M | $47.5M | 4 | 0 |
| Mar 2022 | $402.9M | $337.1M | $65.7M | 4 | 0 |
| May 2021 | $351.8M | $290.8M | $61M | 4 | 0 |
| Mar 2021 | $351.8M | $290.8M | $61M | 4 | 0 |
| Jul 2020 | $461.9M | $407.8M | $54M | 4 | 0 |
| Jun 2020 | $461.9M | $407.8M | $54M | 4 | 0 |
| Mar 2020 | $461.9M | $407.8M | $54M | 4 | 0 |
| Jan 2020 | $408.2M | $362.7M | $45.5M | 4 | 0 |
| Mar 2019 | $408.2M | $362.7M | $45.5M | 5 | 0 |
| Sep 2018 | $424.6M | $375.7M | $48.9M | 6 | 0 |
| Sep 2018 | $424.6M | $375.7M | $48.9M | 6 | 0 |
| May 2018 | $424.6M | $375.7M | $48.9M | 6 | 0 |
| Mar 2018 | $424.9M | $376M | $48.9M | 6 | 0 |
| Aug 2017 | $396M | $346.9M | $49M | 5 | 300 |
| Mar 2017 | $396M | $346.9M | $49M | 5 | 300 |
| Sep 2016 | $370.9M | $325.2M | $45.7M | 5 | 300 |
| Aug 2016 | $370.9M | $325.2M | $45.7M | 5 | 300 |
| Mar 2016 | $370.9M | $325.2M | $45.7M | 5 | 300 |
| Sep 2015 | $370.7M | $324.6M | $46M | 5 | 300 |
| Jun 2015 | $370.7M | $324.6M | $46M | 6 | 300 |
| Mar 2015 | $370.7M | $324.6M | $46M | 6 | 300 |
| Mar 2014 | $331.8M | $287.1M | $44.7M | 5 | 200 |
| Aug 2013 | $282.8M | $241.5M | $41.3M | 5 | 200 |
| Mar 2013 | $282.8M | $241.5M | $41.3M | 6 | 200 |
| Apr 2012 | $256.5M | $219M | $37.5M | 1 | 200 |
| Mar 2011 | $240M | $201.2M | $38.8M | 5 | -- |
| Jan 2011 | $219.2M | $183.2M | $36M | 5 | -- |
| Jan 2011 | $219.2M | $183.2M | $36M | 5 | -- |
| May 2010 | $219.2M | $183.2M | $36M | 5 | -- |
| May 2010 | $219.2M | $183.2M | $36M | 5 | -- |
| Feb 2009 | $186.4M | $141.7M | $44.7M | 5 | -- |
| Mar 2007 | $173.7M | $131.8M | $41.9M | 10 | -- |
| Feb 2006 | $154.9M | $118.3M | $36.6M | 10 | -- |
| Jun 2005 | $142.4M | $106.8M | $35.6M | 10 | -- |
| May 2005 | $142.4M | $106.8M | $35.6M | 10 | -- |
| Feb 2005 | $142.4M | $106.8M | $35.6M | 10 | -- |
| Jul 2004 | $117M | $84.2M | $32.8M | 10 | -- |
DateMay 2025
Total AUM$429.7M
Discretionary$375M
Non-Disc.$54.7M
Employees4
Clients0
DateMar 2025
Total AUM$429.7M
Discretionary$375M
Non-Disc.$54.7M
Employees4
Clients0
DateNov 2024
Total AUM$381.1M
Discretionary$331.2M
Non-Disc.$49.9M
Employees4
Clients0
DateMar 2024
Total AUM$381.1M
Discretionary$331.2M
Non-Disc.$49.9M
Employees4
Clients0
DateOct 2023
Total AUM$339M
Discretionary$291.5M
Non-Disc.$47.5M
Employees4
Clients0
DateMar 2023
Total AUM$339M
Discretionary$291.5M
Non-Disc.$47.5M
Employees4
Clients0
DateMar 2022
Total AUM$402.9M
Discretionary$337.1M
Non-Disc.$65.7M
Employees4
Clients0
DateMay 2021
Total AUM$351.8M
Discretionary$290.8M
Non-Disc.$61M
Employees4
Clients0
DateMar 2021
Total AUM$351.8M
Discretionary$290.8M
Non-Disc.$61M
Employees4
Clients0
DateJul 2020
Total AUM$461.9M
Discretionary$407.8M
Non-Disc.$54M
Employees4
Clients0
DateJun 2020
Total AUM$461.9M
Discretionary$407.8M
Non-Disc.$54M
Employees4
Clients0
DateMar 2020
Total AUM$461.9M
Discretionary$407.8M
Non-Disc.$54M
Employees4
Clients0
DateJan 2020
Total AUM$408.2M
Discretionary$362.7M
Non-Disc.$45.5M
Employees4
Clients0
DateMar 2019
Total AUM$408.2M
Discretionary$362.7M
Non-Disc.$45.5M
Employees5
Clients0
DateSep 2018
Total AUM$424.6M
Discretionary$375.7M
Non-Disc.$48.9M
Employees6
Clients0
DateSep 2018
Total AUM$424.6M
Discretionary$375.7M
Non-Disc.$48.9M
Employees6
Clients0
DateMay 2018
Total AUM$424.6M
Discretionary$375.7M
Non-Disc.$48.9M
Employees6
Clients0
DateMar 2018
Total AUM$424.9M
Discretionary$376M
Non-Disc.$48.9M
Employees6
Clients0
DateAug 2017
Total AUM$396M
Discretionary$346.9M
Non-Disc.$49M
Employees5
Clients300
DateMar 2017
Total AUM$396M
Discretionary$346.9M
Non-Disc.$49M
Employees5
Clients300
DateSep 2016
Total AUM$370.9M
Discretionary$325.2M
Non-Disc.$45.7M
Employees5
Clients300
DateAug 2016
Total AUM$370.9M
Discretionary$325.2M
Non-Disc.$45.7M
Employees5
Clients300
DateMar 2016
Total AUM$370.9M
Discretionary$325.2M
Non-Disc.$45.7M
Employees5
Clients300
DateSep 2015
Total AUM$370.7M
Discretionary$324.6M
Non-Disc.$46M
Employees5
Clients300
DateJun 2015
Total AUM$370.7M
Discretionary$324.6M
Non-Disc.$46M
Employees6
Clients300
DateMar 2015
Total AUM$370.7M
Discretionary$324.6M
Non-Disc.$46M
Employees6
Clients300
DateMar 2014
Total AUM$331.8M
Discretionary$287.1M
Non-Disc.$44.7M
Employees5
Clients200
DateAug 2013
Total AUM$282.8M
Discretionary$241.5M
Non-Disc.$41.3M
Employees5
Clients200
DateMar 2013
Total AUM$282.8M
Discretionary$241.5M
Non-Disc.$41.3M
Employees6
Clients200
DateApr 2012
Total AUM$256.5M
Discretionary$219M
Non-Disc.$37.5M
Employees1
Clients200
DateMar 2011
Total AUM$240M
Discretionary$201.2M
Non-Disc.$38.8M
Employees5
Clients--
DateJan 2011
Total AUM$219.2M
Discretionary$183.2M
Non-Disc.$36M
Employees5
Clients--
DateJan 2011
Total AUM$219.2M
Discretionary$183.2M
Non-Disc.$36M
Employees5
Clients--
DateMay 2010
Total AUM$219.2M
Discretionary$183.2M
Non-Disc.$36M
Employees5
Clients--
DateMay 2010
Total AUM$219.2M
Discretionary$183.2M
Non-Disc.$36M
Employees5
Clients--
DateFeb 2009
Total AUM$186.4M
Discretionary$141.7M
Non-Disc.$44.7M
Employees5
Clients--
DateMar 2007
Total AUM$173.7M
Discretionary$131.8M
Non-Disc.$41.9M
Employees10
Clients--
DateFeb 2006
Total AUM$154.9M
Discretionary$118.3M
Non-Disc.$36.6M
Employees10
Clients--
DateJun 2005
Total AUM$142.4M
Discretionary$106.8M
Non-Disc.$35.6M
Employees10
Clients--
DateMay 2005
Total AUM$142.4M
Discretionary$106.8M
Non-Disc.$35.6M
Employees10
Clients--
DateFeb 2005
Total AUM$142.4M
Discretionary$106.8M
Non-Disc.$35.6M
Employees10
Clients--
DateJul 2004
Total AUM$117M
Discretionary$84.2M
Non-Disc.$32.8M
Employees10
Clients--