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DELTA FINANCIAL ADVISORS, INC

KENSINGTON, MD · CRD 121907 · IAPD ↗ · 301-962-0480

$234.0MRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — DELTA FINANCIAL ADVISORS, INC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — DELTA FINANCIAL ADVISORS, INC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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