← Tributary

DELTA ADVISORY GROUP, INC.

MAITLAND, FL · CRD 105966 · IAPD ↗ · deltaadvisory.com · 407-331-9213

$216.3MRegulatory AUM
5Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — DELTA ADVISORY GROUP, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2024 — DELTA ADVISORY GROUP, INC. notice-filed in CA, MD, NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.