A complete list of active advisors currently associated with DeltaX Capital LLC
Warmer can help you find a great advisor at DeltaX Capital LLC or one who fits your needs even better.
The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, trusts, and estates. Like many independent advisers, it charges asset‑based advisory fees and delivers portfolio management tailored to individual client objectives. Its flagship offering is an actively managed, concentrated equity strategy oriented toward long‑term capital growth and is available on both discretionary and non‑discretionary terms. The firm combines fundamental, proprietary quantitative, technical, and macroeconomic analysis, may hold meaningful cash positions at times, and may allocate a portion of client assets to digital‑asset exposure through exchange‑traded products when appropriate. The brochure reflects a newly formed adviser that reported no regulatory assets under management or clients at the time of filing and notes the managing member is the sole investment decision maker and self‑supervises the firm, a material concentration of key‑person responsibility. The firm also discloses potential economic benefits from recommended custodians and the principal’s unrelated, non‑securities consulting activities, which are documented in the brochure.
To learn more about the advisors currently working at DeltaX Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Summerville, SC
| 0
|
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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.
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