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DELTA FINANCIAL ADVISORS, L.L.C.

METAIRIE, LA · CRD 122092 · IAPD ↗ · deltafinad.com · 504 522-9019

$592.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — DELTA FINANCIAL ADVISORS, L.L.C. crossed $500M in regulatory AUM ($429.7M -> $592.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
June 2025 — DELTA FINANCIAL ADVISORS, L.L.C. moved its main office from NEW ORLEANS, LA to METAIRIE, LA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2024 — DELTA FINANCIAL ADVISORS, L.L.C. now reports custody of client assets ($110.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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