Delta Financial Advisors, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$513,041,653
Clients
211
Advisors
3
of 5 employees
About
Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities and corporations. The firm tailors portfolios of negotiable securities to clients’ goals, and generally requires a $500,000 account minimum (which may be adjusted on a case-by-case basis).
The firm relies on a mix of fundamental, technical and charting analysis and uses third‑party research from providers such as Standard & Poor’s, Value Line, Moody’s, Ned Davis, Reuters and major investment banks. Its investment practice emphasizes mostly long‑term equity holdings (typical equity portfolios hold about 35 individual stocks) and laddered, investment‑grade bond portfolios (generally at least 10 bond positions), with periodic use of shorter‑term trades, options and international exposure via funds.
What distinguishes this firm is its relatively small advisory team managing roughly $592 million in client assets, resulting in a higher‑than‑typical assets‑under‑management per advisor for peer team firms. The brochure also discloses a recent ownership change effective July 1, 2026, continued use of Schwab Advisor Services for custody and institutional resources, and explicit fiduciary acknowledgments for retirement account rollovers under DOL guidance.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.80% $3,000,000+: 0.50%
Setup fee billed at $200.00 per hour, minimum $200.00
Account minimum: $500,000.00 Minimum fee: Minimum charge of $1,250.00 per year
Main office
111 Veterans Memorial Blvd., Suite 1555
Metairie LA 70005
Advisors at this office
3
Most active in
Alabama · Florida · Louisiana · Tennessee · Texas
Also doing business as
Delta Financial Advisors · Delta Financial Advisors, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Ainsley B
Series 66
Metairie, LA
Delta Financial Advisors, L.L.C.
Ainsley Bishop is a financial advisor at Delta Financial Advisors, L.L.C. in Metairie, LA, with 21 years of industry experience. She holds a Series 66 designation and has been with Delta Financial Advisors since 2004. Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities, and corporations. The firm emphasizes long-term equity holdings and laddered, investment-grade bond portfolios, combining fundamental, technical, and charting analysis with third-party research.
Gerard P
CFA®
Metairie, LA
Delta Financial Advisors, L.L.C.
Gerard Plauche is a CFA® charterholder with 15 years of industry experience. He has been with Delta Financial Advisors, L.L.C. since 2003. Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities, and corporations. The firm employs a mix of fundamental, technical, and charting analysis, focusing on long-term equity holdings and laddered investment-grade bond portfolios.
Catherine J
Series 65, Series 66
Metairie, LA
Delta Financial Advisors, L.L.C.
Catherine Johnson is a financial advisor at Delta Financial Advisors, L.L.C. with two years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Delta Financial Advisors, she worked for Orleans Capital Management for 21 years. Outside of her advisory role, she serves as a trustee for the Stanley Ray Jr. Philanthropic and Civic Trust. Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities, and corporations. The firm combines fundamental, technical, and charting analysis to manage primarily long-term equity and investment-grade bond portfolios.
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