Investment adviser · CRD 106248
DELTA CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
RED BANK, NJ, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $240M Form ADV · Item 5.F
- Client accounts
- 41 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $109,352,723 | 45.5% |
| High-net-worth individuals | 30 | $104,242,669 | 43.4% |
| Government entities | Fewer than 5 | $11,857,408 | 4.9% |
| Charities | Fewer than 5 | $10,588,983 | 4.4% |
| Corporations & businesses | Fewer than 5 | $4,203,469 | 1.7% |
Filing source
Form ADV 2069611 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
157 BROAD ST., SUITE 303RED BANK, NJ, 07701, United States
CRD 106248
Filing source
Form ADV 2069611 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.