Delta Capital Management, Llc
- Regulatory AUM
- $277M
- Discretionary
- $0
- Clients
- 108
- Avg AUM / client
- $2.6M
- Accounts
- 108
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 108 | $277M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 | |
| Imagine Believe Realize Llc 401(k) Profit Sharing Plan And Trust Imagine Believe Realize Llc | 2024 | |
| Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust Odyssey Charter School Inc | 2024 | |
| Sheet Metal Workers Local 7, Zone 2 Pension Plan Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Elliott Truesdell | President, Partner | Apr 2016 (10y) | 50% – 75% | |
| Johnson, Megan, Rebecca | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Casterline, Amy | Owner | Jan 2023 (4y) | 75% or more | |
| Roy Francisco Miranda | Registered representative | Oct 2010 (16y) | ||
| Anthony Alexander De Luca | Registered representative | CFP | Dec 2019 (7y) | |
| Alexander Phillip Petsos | Registered representative | Jul 2021 (5y) | ||
| Duncan Comrie Dewahl | Registered representative | CFP | Jan 2026 (1y) | |
| Madeline Grace Baker | Registered representative | Feb 2026 (0y) |
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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement Llc | 621,703 | $1.8B | 01/01/2024 |
| Imagine Believe Realize Llc 401(k) Profit Sharing Plan And Trust | Imagine Believe Realize Llc | 259 | $14.5M | 01/01/2024 |
| Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust | Odyssey Charter School Inc | 266 | $2.9M | 01/01/2024 |
| Sheet Metal Workers Local 7, Zone 2 Pension Plan | Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | 381 | $121M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.12 MB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $212M (105% of AUM) May 2023
- Fidelity Brokerage Services $174M (100% of AUM) Nov 2021
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗