Wealth Manager
    SEC Registered
    Manages Private Funds

    Delta Financial Advisors, L.L.C.

    Registered investment advisor · Metairie, Louisiana · CRD #122092

    Assets Under Management
    $592M
    Client Accounts
    549
    Employees
    5
    CRD Number
    122092
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Delta Financial Advisors, L.L.C.

    Established in 2002, Delta Financial Advisors offers investment advisory services with a fiduciary duty to clients' best interests. The firm provides tailored financial and investment advice, focusing on areas like investment, tax, estate, retirement, and insurance. Based in New Orleans, LA, it emphasizes personalized service and client-aligned interests.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Delta Financial Advisors, L.L.C.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Delta Financial Advisors, L.L.C.'s AUM?

    Delta Financial Advisors, L.L.C. reports approximately $592M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Delta Financial Advisors, L.L.C. headquartered?

    Delta Financial Advisors, L.L.C. is headquartered in Metairie, Louisiana.

    What is Delta Financial Advisors, L.L.C.'s CRD number?

    Delta Financial Advisors, L.L.C.'s CRD number is 122092. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Delta Financial Advisors, L.L.C. manage?

    Delta Financial Advisors, L.L.C. manages approximately 549 client accounts according to its latest SEC filing.

    Is Delta Financial Advisors, L.L.C. SEC registered?

    Yes, Delta Financial Advisors, L.L.C. is registered with the SEC as an investment adviser with an approved registration status.

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