Delta Hedge Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,707,012
Clients
25
Advisors
1
of 1 employees
About
Delta Hedge Financial provides fee-only, discretionary portfolio management to individuals, trusts, estates and private corporations, and also accepts corporate/business and institutional clients. The firm charges advisory fees based on a percentage of assets under management and conducts regular account reviews with clients.
Its investment process blends fundamental valuation with a proprietary quantitative model that analyzes price, volume and volatility, using technical analysis and macroeconomic monitoring as confirmatory inputs. Portfolios may be passively or actively managed and employ equities, ETFs, fixed income and options, with client objectives and risk tolerance established through questionnaires and interviews.
What distinguishes the firm is its routine use of options and collar trades as a primary active tool to define downside risk and generate income, implementing these derivative strategies within client accounts. The firm’s combination of a volatility-price quantitative model and acceptance of corporate and institutional mandates is atypical for advisors that otherwise focus primarily on individual clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.75% Over $500,000 - Under $1,000,000: 1.50% Over $1,000,000+: 1.25%
Fee-only: Fee-only investment advisory services
Main office
Port St. Joe FL
Advisors at this office
1
Most active in
Mississippi · Tennessee
Also doing business as
Delta Hedge Financial · Delta Hedge Financial, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)