A complete list of active advisors currently associated with Delta Advisory Group, Inc.

Warmer can help you find a great advisor at Delta Advisory Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Delta Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.