Delta Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Delta Advisory Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm reports managing roughly $216 million in client assets across several hundred client relationships.
DAG combines fundamental, technical, and cyclical analysis and uses a range of strategies from long‑term holdings to short‑term trading, margin use, and options strategies (including covered calls and spreads). Portfolio management is generally discretionary and tailored through client suitability and risk‑tolerance questionnaires, with accounts reviewed on a regular (quarterly) basis and custody typically maintained at Charles Schwab.
The firm distributes written newsletters with investment updates and advice to clients (the brochure references regular monthly/quarterly distributions), a practice noted in the brochure and relatively uncommon among similar team‑model firms. The brochure also discloses related‑party activity — including a named principal shareholder and advisors’ insurance‑sales activities through an affiliated insurance entity — and identifies affiliated accounts and those outside business activities as potential conflicts the firm manages through disclosure and its policies.
Client services
Expertise
Fee options
up to 2.95% annually
Financial planning fees range from $195 to $295 per hour
Fee-only: Financial planning fees charged hourly at $195 to $295 per hour
Main office
696 N Maitland Avenue
Maitland FL 32751
Advisors at this office
6
Most active in
California · Florida · Georgia · Louisiana · Maryland · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Wisconsin
Also doing business as
Delta Advisory Group, Inc. · Delta Advisory Services Inc · Delta Advisory Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Charles S
Series 63, Series 65
Maitland, FL
Delta Advisory Group, Inc.
Charles Smith is a financial advisor with Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Tuscan Gardens and Delta Realty Advisors, Inc., where he also serves as CEO. Outside of advising, he is involved in non-investment consulting and real estate management through ownership and leadership positions in related firms. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and provides quarterly account reviews and ongoing supervision tailored to client objectives.
Anthony D
CFP®, Series 65
Maitland, FL
Delta Advisory Group, Inc.
Anthony De Luca is a CFP® with six years of industry experience, currently serving as an advisor at Delta Advisory Group, Inc. He has held roles at Delta Capital Management since 2019 and previously worked in construction and at Masch Meyer. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm manages approximately $192.6 million across several hundred accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.
Alexander P
Series 65
Maitland, FL
Delta Advisory Group, Inc.
Alexander Petsos is a financial advisor at Delta Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Lee Hecht Harrison, BNY Mellon, and the Walt Disney Company. Outside of his advisory role, he is involved with Storage Units Capital Management Corp and Delta Capital Management. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers regular client communications including a monthly newsletter.
Roy M
Series 63, Series 65
Maitland, FL
Delta Advisory Group, Inc.
Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.
Donald N
CFP®, Series 63
Maitland, FL
Delta Advisory Group, Inc.
Donald Nestor is a CFP® with 25 years of experience in financial advising. He has worked at Delta Advisory Group, Inc. since 2006 and previously spent ten years at Delta Capital Management LLC. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for life events such as retirement or divorce. The firm manages approximately $192.6 million across several hundred accounts and utilizes a combination of fundamental, technical, and cyclical analysis, employing various investment strategies tailored to client goals.
Madeline B
Series 65
Maitland, FL
Delta Advisory Group, Inc.
Madeline Baker is a financial advisor at Delta Advisory Group, Inc. with Series 65 credentials and one year of industry experience. Her prior work includes roles at Veritas Shared Services, Storage Units Capital Management Corporation, and Delta Capital Management. Delta Advisory Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a range of strategies from long-term holdings to options trading, tailoring portfolios through client suitability and risk-tolerance assessments.
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