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 |
Principal Office
701 POYDRAS STREETSUITE 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
Websites
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
G*******@*************M
(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
A*******@*************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |