DeltaX Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DeltaX Capital LLC provides investment management and financial planning to individuals, high-net-worth individuals, trusts, and estates. Its services include both discretionary and non‑discretionary portfolio management as well as standalone planning and consulting engagements.
The firm pursues an actively managed, concentrated equity‑oriented strategy aimed at long‑term capital growth and employs fundamental, quantitative, technical, and macroeconomic analysis to guide security selection, position sizing, and timing. Portfolios may hold a limited number of high‑conviction positions, significant cash balances at times, and—where appropriate—indirect digital asset exposure through exchange‑traded products.
DeltaX offers planning engagements billed on an hourly basis and may agree to fixed fees for defined projects, fee arrangements that are relatively uncommon among small, state‑registered advisers. The firm is newly established, is led by a single principal who is the sole investment decision‑maker, reports no regulatory assets under management in this initial brochure, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees for defined financial planning or consulting engagements are available, negotiable, with amounts disclosed in agreements.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.75%
Financial planning and consulting services at $350 per hour, negotiable.
Account minimum: $500,000 Fee-only: Investment management fees charged quarterly in advance, negotiable, with tiered rates as detailed above.
Main office
Summerville SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Deltax · Deltax Capital · Deltax Capital 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:
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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
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