DELTA FINANCIAL ADVISORS, L.L.C.

Adviser information for DELTA FINANCIAL ADVISORS, L.L.C. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Louisiana, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 441 $331.2M
Non-Discretionary 6 $49.9M
Total 447 $381.1M

Clients

Type Number RAUM
Individuals 106 $41.9M
HNW Individuals 64 $291.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $48.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-61891
SEC ERA File Number 801-61891
SEC CIK Numbers 1790295
SEC CRD Numbers 122092
Legal Entity Identifier None

Principal Office

701 POYDRAS STREET
SUITE 350
NEW ORLEANS
LA
United States
MON-THURS 8:30AM-5:00PM, FRI 8:30AM-4:30PM, 8:30AM-5:00PM M-TH, 8:30AM-4:30PM FRI
Tel: 504 522-9019, Fax: 504-522-9676

Chief Compliance Officer

GERARD A. PLAUCHE
ADMINISTRATIVE MEMBER
701 POYDRAS STREET
SUITE 350
NEW ORLEANS
LA
United States
Tel: 504-522-9019
Fax: 504-522-9676
(Full email address available in API data)

Regulatory Contact

ANGELLE VERBOIS
OFFICE MANAGER
701 POYDRAS STREET
SUITE 350
NEW ORLEANS
LA
United States
Tel: 504-522-9019
Fax: 504 522-9676
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PLAUCHE, GERARD, ANTHONY Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 07/2002 50-75%
BISHOP, AINSLEY, DESILVA Individual MEMBER 12/2008 50-75%

No. Employees, Historic

10502020202120222023202420254 on 1/10/20204 on 3/28/20204 on 6/25/20204 on 7/2/20204 on 3/25/20214 on 5/28/20214 on 3/15/20224 on 3/14/20234 on 10/31/20234 on 3/20/2024

RAUM, Historic

500M250M0202020212022202320242025408242502 on 1/10/2020461869327 on 3/28/2020461869327 on 6/25/2020461869327 on 7/2/2020351790319 on 3/25/2021351790319 on 5/28/2021402858900 on 3/15/2022339033824 on 3/14/2023339033824 on 10/31/2023381076526 on 3/20/2024

No. Clients, Historic

3001500202020212022202320242025257 on 1/10/2020251 on 3/28/2020251 on 6/25/2020251 on 7/2/2020187 on 3/25/2021187 on 5/28/2021184 on 3/15/2022174 on 3/14/2023174 on 10/31/2023171 on 3/20/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 2M 16K
ABBVIE INC COM 388K 2K
ADOBE INC COM 662K 1K
ADVANCED MICRO DEVICES INC COM 370K 2K
AFLAC INC COM 3M 37K
AIR PRODS & CHEMS INC COM 2M 8K
ALBEMARLE CORP COM 456K 5K
ALPHABET INC CAP STK CL A 284K 2K
ALPHABET INC CAP STK CL C 9M 47K
AMAZON COM INC COM 5M 27K
AMERICAN EXPRESS CO COM 250K 1K
AMERICAN TOWER CORP NEW COM 400K 2K
AMGEN INC COM 3M 9K
APPLE INC COM 15M 71K
APPLIED MATLS INC COM 8M 35K
AT&T INC COM 457K 24K
ATMOS ENERGY CORP COM 1M 9K
AUTOMATIC DATA PROCESSING IN COM 4M 15K
BANK NEW YORK MELLON CORP COM 3M 46K
BECTON DICKINSON & CO COM 2M 8K
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 11K
BLACKROCK INC COM 3M 4K
BLACKSTONE INC COM 216K 2K
BRISTOL-MYERS SQUIBB CO COM 679K 16K
BROADCOM INC COM 3M 2K
CARRIER GLOBAL CORPORATION COM 2M 34K
CATERPILLAR INC COM 218K 653
CBRE GROUP INC CL A 833K 9K
CENTERPOINT ENERGY INC COM 264K 9K
CHEVRON CORP NEW COM 3M 20K
CHUBB LIMITED COM 2M 6K
CISCO SYS INC COM 372K 8K
COCA COLA CO COM 808K 13K
COGNIZANT TECHNOLOGY SOLUTIO CL A 1M 19K
COLGATE PALMOLIVE CO COM 440K 5K
CONOCOPHILLIPS COM 2M 18K
CONSTELLATION BRANDS INC CL A 1M 5K
COSTCO WHSL CORP NEW COM 4M 4K
CUMMINS INC COM 2M 6K
CVS HEALTH CORP COM 2M 31K
DAVITA INC COM 797K 6K
DISNEY WALT CO COM 1M 15K
DUKE ENERGY CORP NEW COM NEW 1M 10K
EMERSON ELEC CO COM 2M 14K
ENTERGY CORP NEW COM 2M 22K
EXPEDITORS INTL WASH INC COM 3M 23K
EXXON MOBIL CORP COM 3M 25K
FEDEX CORP COM 2M 6K
GENERAC HLDGS INC COM 628K 5K
GENUINE PARTS CO COM 2M 11K
GOLDMAN SACHS GROUP INC COM 3M 7K
HOME DEPOT INC COM 614K 2K
HUNTINGTON INGALLS INDS INC COM 217K 880
INTEL CORP COM 2M 54K
ISHARES GOLD TR ISHARES NEW 4M 84K
ISHARES TR CORE S&P SCP ETF 2M 16K
ISHARES TR CORE S&P500 ETF 548K 1K
ISHARES TR CORE S&P MCP ETF 2M 42K
ISHARES TR MSCI EAFE ETF 5M 69K
JOHNSON & JOHNSON COM 4M 25K
JPMORGAN CHASE & CO. COM 3M 15K
KINDER MORGAN INC DEL COM 710K 36K
LINCOLN ELEC HLDGS INC COM 264K 1K
LOCKHEED MARTIN CORP COM 636K 1K
LOWES COS INC COM 3M 13K
MATCH GROUP INC NEW COM 216K 7K
MCDONALDS CORP COM 1M 5K
MERCK & CO INC COM 1M 9K
META PLATFORMS INC CL A 2M 4K
MICROSOFT CORP COM 14M 31K
MONSTER BEVERAGE CORP NEW COM 959K 19K
NETFLIX INC COM 254K 376
NEXTERA ENERGY INC COM 490K 7K
NIKE INC CL B 2M 33K
NUCOR CORP COM 4M 28K
NVIDIA CORPORATION COM 10M 82K
OMNICOM GROUP INC COM 2M 19K
ORACLE CORP COM 4M 29K
PEPSICO INC COM 3M 16K
PFIZER INC COM 833K 30K
PHILLIPS 66 COM 1M 9K
PNC FINL SVCS GROUP INC COM 1M 8K
PRICE T ROWE GROUP INC COM 930K 8K
PROCTER AND GAMBLE CO COM 5M 30K
QUALCOMM INC COM 629K 3K
REGENERON PHARMACEUTICALS COM 1M 1K
RTX CORPORATION COM 2M 25K
SALESFORCE INC COM 979K 4K
SCHWAB CHARLES CORP COM 326K 4K
SPDR S&P 500 ETF TR TR UNIT 19M 36K
STARBUCKS CORP COM 2M 20K
TESLA INC COM 467K 2K
TEXAS INSTRS INC COM 204K 1K
THE CIGNA GROUP COM 1M 4K
TJX COS INC NEW COM 7M 62K
T-MOBILE US INC COM 243K 1K
TORONTO DOMINION BK ONT COM NEW 1M 25K
TOTALENERGIES SE SPONSORED ADS 267K 4K
TRAVELERS COMPANIES INC COM 2M 12K
UNILEVER PLC SPON ADR NEW 255K 5K
UNITED PARCEL SERVICE INC CL B 352K 3K
UNITEDHEALTH GROUP INC COM 2M 4K
VANGUARD BD INDEX FDS SHORT TRM BOND 451K 6K
VANGUARD INDEX FDS MID CAP ETF 1M 4K
VANGUARD INDEX FDS LARGE CAP ETF 445K 2K
VANGUARD INDEX FDS SMALL CP ETF 1M 5K
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 44K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 29K
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 26K
VERIZON COMMUNICATIONS INC COM 367K 9K
VERTEX PHARMACEUTICALS INC COM 290K 618
VISA INC COM CL A 7M 27K
WALMART INC COM 4M 54K
WHIRLPOOL CORP COM 252K 2K