Delta Capital Management Llc
- Regulatory AUM
- $240M
- Discretionary
- $240M
- Clients
- 41
- Avg AUM / client
- $5.9M
- Accounts
- 41
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 30 | $104M | 43.4% |
| Pension and profit sharing plans | 2 | $109M | 45.5% |
| Charitable organizations | 4 | $10.6M | 4.41% |
| State or municipal government entities | 3 | $11.9M | 4.94% |
| Corporations and other businesses | 2 | $4.2M | 1.75% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cavlov, Anthony, John | Member And Chief Compliance Officer | Mar 2005 (21y) | 10% – 25% | |
| Hemberger, Michael, Martin | Member | Mar 2005 (21y) | 10% – 25% | |
| William Francis Coughlin | Member | CFA | Mar 2005 (21y) | 50% – 75% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $106M (44% of AUM) Mar 2026
- Charles Schwab & Co. $52.3M (22% of AUM) Mar 2026
- UBS $23.8M (12% of AUM) Nov 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗