DELTA ADVISORY GROUP, INC.
SEC RegisteredPersonalized Wealth Management for Individuals and Businesses
About the firm
Delta Advisory Group is an independent fiduciary group located in the greater Orlando, Florida area. The firm includes CERTIFIED FINANCIAL PLANNERS™ and Registered Advisors offering fee-based wealth management for high-net worth individuals and employers, with an office in Maitland, FL serving Greater Orlando and Central Florida.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, retirement planning, rollover management (including 401K rollovers), and estate management, delivered through client-specific financial analysis and proprietary investment research.
Who they serve
High-net worth individuals and employers
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 413 | $81M |
| High Net Worth Individuals | 55 | $135M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DELTA ADVISORY GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.