# Delta Capital Management, Inc.

> Delta Capital Management, Inc. is a state-registered investment advisory firm in Dublin, OH, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 164736
- Filed as: DELTA CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164736
- AdvisorCensus page: https://advisorcensus.com/firm/delta-capital-management-inc-dublin-oh-164736

## Quick answers

**How is Delta Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Delta Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Delta Capital Management, Inc. located?**
Delta Capital Management, Inc.'s principal office is in Dublin, OH, according to its Form ADV.

**Is Delta Capital Management, Inc. registered with the SEC or a state?**
Delta Capital Management, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 164736.

**How much does Delta Capital Management, Inc. manage?**
Delta Capital Management, Inc. reports $6,817,247 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Delta Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); other investment advisers (11); high net worth individuals (2).

**Does Delta Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164736

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,817,247
- Discretionary: $6,817,247
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,675,543 |
| High net worth individuals | 2 | $2,641,305 |
| Other investment advisers | 11 | $500,399 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investdcm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Delta Capital Management, Inc. (CRD 164736): Form ADV filing data as of October 2026.