Delta Capital Management, LLC

Delta Capital Management, LLC (CRD# 128350) is a financial advisory firm headquartered in Maitland, FL. They manage $75,000,000 in 480 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $156,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Delta Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher E. Truesdell
CRD#: 4175844
698 N. Maitland Avenue, Suite 101, Maitland, FL 32751
93
Wealthminder
score

Christopher Truesdell (CRD# 4175844) is an Investment Advisor Representative working at Delta Capital Management, LLC in Maitland, FL and has over 6 years of experience in the finance industry.

2
Duncan C. Dewahl
CRD#: 2036950
698 N. Maitland Avenue, Suite 101, Maitland, FL 32751
41
Wealthminder
score

Duncan Dewahl (CRD# 2036950) is an Investment Advisor Representative working at Delta Capital Management, LLC in Maitland, FL and has over 28 years of experience in the finance industry. Duncan Dewahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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