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.
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.
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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