DELTA CAPITAL MANAGEMENT LLC
SEC RegisteredPrivate Investment Advisors
About the firm
Delta Capital Management (DCM) is a privately owned investment advisor registered with the U.S. Securities and Exchange Commission that manages assets exclusively for outside clients. The firm offers three distinct product lines: Large and Mid/Small Capitalization Equity and Diversified Income, and also provides portfolio management in fixed income and a balanced product.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Large and Mid/Small Capitalization Equity, Diversified Income, fixed income portfolio management, and balanced accounts utilizing Large cap equity as the equity component
Who they serve
Outside clients seeking equity, fixed income, and balanced portfolio management
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 30 | $104M |
| Charitable Organizations | 2 | $109M |
| State/Municipal Entities | 4 | — |
41 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $15,000,000 | 0.75% |
| Over $20,000,000 | 0.50% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 CAPITAL MANAGEMENT LLC 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.
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