Deltasys Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals, high net worth individuals, and entities such as trusts, estates, and business entities, offering both discretionary and non‑discretionary portfolio management and investment consulting tailored to client objectives. As a newly formed adviser, it does not yet manage client assets and will accept clients at its discretion based on the nature and complexity of the engagement.
The firm describes a disciplined, risk‑focused approach that combines fundamental, technical, and quantitative analysis with portfolio construction techniques, and may employ listed options strategies (including covered calls and spreads) for income, hedging, or tactical positioning. The principal’s prior proprietary trading and focus on options selling inform the firm’s emphasis on risk management and the potential use of higher‑risk or tactical strategies where appropriate for a client’s objectives.
Notably, the firm directs clients to a global custodian and broker‑dealer, which can facilitate servicing accounts that extend beyond domestic market access, and it explicitly does not charge performance‑based fees or operate private funds. It also discloses direct fee deduction procedures with invoice safeguards and the principal’s modest, non‑investment-related retail activity conducted outside of market hours.
Client services
Expertise
Fee options
Annual fee up to 2.00% of assets under management, negotiable per client
Main office
Davie FL
Advisors at this office
1
Most active in
Florida
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.
Forms ADV
Advisors at this firm
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