Delta Capital Management provides pension consulting.
Delta Capital Management reports 108 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $277M across 108 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 108 | $277M | 100.0% | $2.57M |
| Total | 108 | $277M | 100% | $2.57M |
- Clients
- 108
- Regulatory AUM
- $277M
- AUM share
- 100.0%
- Avg. per client
- $2.57M
Total
- Clients
- 108
- Regulatory AUM
- $277M
- AUM share
- 100%
- Avg. per client
- $2.57M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Delta Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Amy Casterline owns 75% or more of Delta Capital Management. The leadership team of Delta Capital Management includes President Christopher Truesdell and Chief Compliance Officer Megan Johnson. It has 9 employees, 6 of them in advisory roles.
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- 3 insurance agents
- Owns 75% or more of Delta Capital Management, LLC
Amy Casterline
Control person · since January 2023
- Owns 50% to 75% of Delta Capital Management, LLC
Christopher Truesdell
Control person · since November 2021
Delta Capital Management’s regulatory assets grew 1.6× from $174M (February 2021) to $277M (March 2026); clients fell from 442 to 108 and employees from 13 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $277M | 108 | 9 | 1 |
| Mar 2025March 2025 | $248M | 128 | 8 | 1 |
| Apr 2024April 2024 | $220M | 125 | 7 | 1 |
| May 2023May 2023 | $202M | 130 | 7 | 1 |
| Mar 2022March 2022 | $212M | 404 | 12 | 1 |
| Feb 2021February 2021 | $174M | 442 | 13 | 1 |
Besides its headquarters, Delta Capital Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 698 N. Maitland Avenue, Suite 201, MaitlandHQ
Contact and registration details
- Legal name
- Delta Capital Management, LLC
- Headquarters
- 698 N. Maitland Avenue, Suite 201, Maitland, FL 32751
- Website
- deltaadvisor.com
- Phone
- 407-422-2423
- SEC file
- 801-118594
- Structure
- Florida LLC
- Fiscal year end
- December
Delta Capital Management does not have custody of client assets.
At year end, Delta Capital Management’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Delta Capital Management have?
Delta Capital Management has 108 clients and manages $277 million for them, as of March 2026. They include 108 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Delta Capital Management offer?
Delta Capital Management provides pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Delta Capital Management have?
Delta Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Delta Capital Management invest in?
At the end of its last fiscal year, Delta Capital Management’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Delta Capital Management?
Delta Capital Management’s direct owners are Christopher Truesdell (50% to 75%) and Amy Casterline (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Delta Capital Management get paid?
Delta Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Delta Capital Management?
Delta Capital Management’s main office is at 698 N. Maitland Avenue, Suite 201, Maitland, FL 32751. Its phone number is 407-422-2423. Its website is deltaadvisor.com.
