# The Delta Group

> The Delta Group is a state-registered investment advisory firm in Sonoma, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 24, 2025.

- CRD: 111852
- Filed as: THE DELTA GROUP
- Legal name: Delta Advisors
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sonoma, CA
- Filing period: October 2026
- Form ADV filing dated: December 24, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111852
- AdvisorCensus page: https://advisorcensus.com/firm/the-delta-group-sonoma-ca-111852

## Quick answers

**How is The Delta Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Delta Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Delta Group located?**
The Delta Group's principal office is in Sonoma, CA, according to its Form ADV.

**Is The Delta Group registered with the SEC or a state?**
The Delta Group is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 111852.

**How much does The Delta Group manage?**
The Delta Group reports $49,200,000 in regulatory assets under management in its Form ADV filing dated December 24, 2025 (100% discretionary).

**What types of clients does The Delta Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (12).

**Does The Delta Group 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/111852

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,200,000
- Discretionary: $49,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $8,800,000 |
| High net worth individuals | 12 | $40,400,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Delta Group (CRD 111852): Form ADV filing data as of October 2026.