Delta Hedge Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,523,846
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$362,891
About
The firm provides fee-only, discretionary portfolio management and investment advisory services to individuals, trusts, estates and private corporations, and it may also serve banks, investment companies, charitable organizations and foundations. Services include customized portfolio construction, ongoing monitoring and regular reviews delivered in person, by telephone, or via webinar; as of March 13, 2026 the firm reported roughly $11.3 million in discretionary assets under management.
Its investment process combines fundamental valuation, occasional technical analysis and a proprietary quantitative model that analyzes price, volume and volatility to inform sector allocation and timing. Portfolios are constructed from equities, fixed income, mutual funds, ETFs and options, with income-focused and actively managed allocations used alongside long-term holdings.
Compared with many peers, the firm routinely uses options and structured derivatives strategies inside separately managed accounts — notably employing a collar trade as a primary active tool to define downside risk while generating income. It also works with corporate and institutional clients (in addition to individual investors) and relies on custodians such as Interactive Brokers or Charles Schwab and active monitoring to implement hedges and option overlays.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $500,000: 1.75% $500,001 - $999,999: 1.50% $1,000,000+: 1.25%
Fee-only: Fee-only investment advisory services based on percentage of assets under management
Main office location
Delta Hedge Financial
Port St. Joe FL, United States
Number of offices
1
Most active in
Delta Hedge Financial has reported serving >5 clients in these states in the last 12 months.
Mississippi · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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