Delta Capital Management LLC

View SEC Summary

Assets Under Management

$240.5M

Number of Clients

Number of Advisors

Avg. Portfolio per Client

$6.3M

Avg. Managed per Advisor

$240.5M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Delta Capital Management (DCM) offers investment advisory services, specializing in value-style investing in equities and intermediate, investment-grade fixed income securities. DCM manages portfolios similarly for both wrap fee and non-wrap fee accounts. Each client's equity portfolio typically holds the same securities with similar percentages. Clients can request restrictions on specific securities. DCM participates in wrap fee programs sponsored by other firms.

Fee Structure

Minimum Investment:$500K

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $5.0M	1.00%
$5.0M - $20.0M	0.75%
$20M+	0.50%

Fees are negotiable in certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Areas of Practice

Investment Management

Location

157 Broad St., Suite 303, Red Bank, NJ, 07701

1 Advisors at this firm

CFA