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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

DELTA CAPITAL MANAGEMENT LLC

CRD 106248

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6a27bc31-81d6-2e1e-74eb-f3e11bf42e27

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2012 to Mar 11, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.43 fund_share=0.0 institutional_share=0.55 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $240MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $240M
Private client RAUM: $104MderivedItem 5.D individuals plus high net worth individuals
Private client share: 43%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $240Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 41
High net worth clients: 30
SEC number: 801-64169
CRD: 106248
Filings on the tape: 23
First filed: Mar 27, 2012
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, NY
Website: delta-capital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM FRANCIS COUGHLIN	Chartered Financial Analyst	RED BANK, NJ	0	36	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAVLOV, ANTHONY, JOHN	MEMBER AND CHIEF COMPLIANCE OFFICER	B	yes	03/2005	Mar 27, 2012	Mar 18, 2024
COUGHLIN, WILLIAM, FRANCIS	Member	D	yes	03/2005	Mar 27, 2012	Mar 18, 2024
HEMBERGER, MICHAEL, MARTIN	Member	B	yes	03/2005	Mar 27, 2012	Mar 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$240M	$240M	4	3	0	n/a	n/a
2024	Mar 10, 2025	$240M	$240M	4	3	0	n/a	n/a
2023	Mar 18, 2024	$199M	$199M	3	3	1	n/a	n/a
2022	Mar 20, 2023	$190M	$190M	3	3	1	n/a	n/a
2021	Mar 23, 2022	$218M	$218M	3	3	1	n/a	n/a
2020	Mar 17, 2021	$193M	$193M	3	3	1	n/a	n/a
2019	Mar 16, 2020	$205M	$205M	4	4	1	n/a	n/a
2018	Mar 25, 2019	$184M	$184M	4	4	1	n/a	n/a
2017	Mar 19, 2018	$201M	$201M	4	4	1	n/a	n/a
2016	Mar 21, 2017	$178M	$178M	4	4	n/a	n/a	n/a
2015	Mar 8, 2016	$175M	$174M	4	4	n/a	n/a	n/a
2014	Mar 9, 2015	$187M	$182M	4	4	n/a	n/a	n/a
2013	Mar 10, 2014	$175M	$173M	4	4	n/a	n/a	n/a
2012	Mar 18, 2013	$148M	$148M	4	4	n/a	n/a	n/a
2011	Mar 27, 2012	$166M	$141M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$240M	$240M	-0.1%	$190M	8.2%	4	4	0	0

Relationships

Registered with (1)

← WILLIAM FRANCIS COUGHLINAdvisorregistration: previous registration
Jun 30, 2005 to Dec 31, 2009factForm ADV

Controls (3)

← COUGHLIN, WILLIAM, FRANCISOwnerMEMBER, ownership code D, individual
Mar 27, 2012 to Mar 18, 2024factForm ADV
← CAVLOV, ANTHONY, JOHNOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 27, 2012 to Mar 18, 2024factForm ADV
← HEMBERGER, MICHAEL, MARTINOwnerMEMBER, ownership code B, individual
Mar 27, 2012 to Mar 18, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a27bc31-81d6-2e1e-74eb-f3e11bf42e27
First observed: Mar 27, 2012
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DELTA CAPITAL MANAGEMENT LLC

CRD 106248

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6a27bc31-81d6-2e1e-74eb-f3e11bf42e27

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM FRANCIS COUGHLIN

Chartered Financial Analyst

RED BANK, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAVLOV, ANTHONY, JOHN

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

03/2005

Mar 27, 2012

Mar 18, 2024

COUGHLIN, WILLIAM, FRANCIS

Member

yes

03/2005

Mar 27, 2012

Mar 18, 2024

HEMBERGER, MICHAEL, MARTIN

Member

yes

03/2005

Mar 27, 2012

Mar 18, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$240M

n/a

2024

Mar 10, 2025

$240M

n/a

2023

Mar 18, 2024

$199M

n/a

2022

Mar 20, 2023

$190M

n/a

2021

Mar 23, 2022

$218M

n/a

2020

Mar 17, 2021

$193M

n/a

2019

Mar 16, 2020

$205M

n/a

2018

Mar 25, 2019

$184M

n/a

2017

Mar 19, 2018

$201M

n/a

2016

Mar 21, 2017

$178M

n/a

2015

Mar 8, 2016

$175M

$174M

n/a

2014

Mar 9, 2015

$187M

$182M

n/a

2013

Mar 10, 2014

$175M

$173M

n/a

2012

Mar 18, 2013

$148M

n/a

2011

Mar 27, 2012

$166M

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$240M

-0.1%

$190M

8.2%