Delta Asset Management, LLC

Brandon Byrd is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Delta Asset Management, LLC since 2021. Prior to joining Delta, he worked at Ftn Financial Securities Corp and Ftn Financial Capital Markets from 2015 to 2020. Delta Asset Management provides discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional accounts, trusts, estates, and government entities. The firm employs a model portfolio approach guided by fundamental analysis and long-term investment strategies, tailoring asset allocation to each client’s objectives and risk tolerance.

David Smith is a CFP®, CFA®, and Series 63-licensed financial advisor with 19 years of industry experience. He has been with Delta Asset Management, LLC since 2011. Delta Asset Management serves a diverse client base including individuals, institutions, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach focused on fundamental analysis and long-term investment strategies, managing approximately $1.44 billion in assets with a team of five advisors.

James Kirshbaum is a financial advisor with Delta Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Raymond James & Associates for 13 years before joining Delta Asset Management in 2025. Delta Asset Management provides discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, institutional accounts, trusts, estates, and government entities. The firm uses model portfolios guided by fundamental analysis and a long-term purchase orientation, tailoring asset allocation to clients' objectives and risk tolerance.

Myron Mall is a financial advisor at Delta Asset Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Delta since 2005. Delta Asset Management serves a diverse client base including individuals, institutions, banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm provides discretionary portfolio management across equity, fixed income, and balanced strategies using a model-driven, client-specific asset allocation approach that emphasizes fundamental analysis and long-term purchases.

Christopher Jones is a CFA® charterholder and holds a Series 63 license. He has been with Delta Asset Management, LLC since 2008, accumulating 18 years of industry experience. Based in Memphis, TN, he is part of a five-advisor team at Delta. Delta Asset Management serves a diverse client base including individual and institutional investors such as banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach with an emphasis on fundamental analysis and long-term investment strategies.