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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DELTA FINANCIAL ADVISORS, INC

CRD 121907

KENSINGTON, MD

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:c305050e-ddcf-9696-e295-ed9cf6ec54fd

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Mar 13, 2012 to Mar 16, 2026
17 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $234MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $234M
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $46.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 604
Individual clients: 174
High net worth clients: 71
Custody, client assets: $100M
SEC number: 801-120897
CRD: 121907
Filings on the tape: 17
First filed: Mar 13, 2012
Latest filed: Mar 16, 2026
Organised: Corporation, MD

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
BEVERLY ANN FISCHETTI	Certified Financial Planner	KENSINGTON, MD	21	41	2	yes
JACOB PATRICK DEFILIPPO	n/a	KENSINGTON, MD	5	13	1	yes
JOSEPH ANTHONY FISCHETTI	n/a	KENSINGTON, MD	2	30	2	yes
NICHOLAS ATHANASIOS ANGELIS	n/a	KENSINGTON, MD	2	17	n/a	no
MEGAN MADDEN	Certified Financial Planner	KENSINGTON, MD	0	12	4	yes

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
ANGELIS, NICHOLAS, ATHANASIOS	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Mar 23, 2021	Apr 26, 2024
FISCHETTI, JOSEPH, ANTHONY	President	E	yes	07/2019	Mar 13, 2012	Apr 26, 2024

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 16, 2026	$234M	$234M	10	6	0	n/a	n/a
2024	Mar 13, 2025	$208M	$186M	8	5	0	n/a	n/a
2023	Mar 15, 2024	$189M	$136M	6	3	0	n/a	n/a
2022	Mar 22, 2023	$160M	$0	7	3	0	n/a	n/a
2021	Mar 21, 2022	$169M	$0	9	3	0	n/a	n/a
2011	Mar 13, 2012	$46.0M	$0	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
1	0	1	0.0%	0	0	0	3	1

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	$234M	$208M	12.2%	$160M	13.5%	10	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON GLOBAL ADVISOR NETWORK, LLC	2	Nov 9, 2021	Jan 16, 2024	KENSINGTON, MD	Team lift out	RIA to RIA	9.5%

Relationships

Registered with (9)

← MEGAN MADDENAdvisorregistration: current employment
Sep 23, 2025 to presentfactForm ADV
← NICHOLAS ATHANASIOS ANGELISAdvisorregistration: current employment
Feb 29, 2024 to presentfactForm ADV
← JOSEPH ANTHONY FISCHETTIAdvisorregistration: previous registration
Nov 30, 2004 to Dec 31, 2017factForm ADV
← JACOB PATRICK DEFILIPPOAdvisorregistration: current employment
Apr 22, 2021 to presentfactForm ADV
← BEVERLY ANN FISCHETTIAdvisorregistration: current employment
Dec 2, 2004 to presentfactForm ADV
← Skerdi KostreciAdvisorregistration: previous registration
Jun 25, 2024 to May 20, 2025factForm ADV
← AARON MICHAEL SZAGERAdvisorregistration: previous registration
Jan 4, 2011 to Feb 24, 2016factForm ADV
← LAUREN LEHMANAdvisorregistration: previous registration
Jan 15, 2010 to Jan 3, 2011factForm ADV
← Christopher Marc ReeseAdvisorregistration: previous registration
Nov 24, 2008 to Jul 31, 2009factForm ADV

Controls (2)

← FISCHETTI, JOSEPH, ANTHONYOwnerPRESIDENT, ownership code E, individual
Mar 13, 2012 to Apr 26, 2024factForm ADV
← ANGELIS, NICHOLAS, ATHANASIOSOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2021 to Apr 26, 2024factForm ADV

Moved with (1)

← BEACON GLOBAL ADVISOR NETWORK, LLCRegistered adviser2 advisors, team lift out, same day
Nov 9, 2021 to Jan 16, 2024factForm ADV

Dated events

Occurred
May 20, 2025
Advisor changed firm
Skerdi Kostreci left Delta Financial Advisors, Inc for Eagle Strategies Llc (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2021
Control person left
Ann Beverly Fischetti (President) no longer on Schedule A of Delta Financial Advisors, Inc (listed 2012-09-04, absent 2021-03-23)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2021
Control person joined
Athanasios Nicholas Angelis (Chief Compliance Officer) appeared on Schedule A of Delta Financial Advisors, Inc
Form ADVobserved 4 days ago
Occurred
Mar 23, 2021
First Form ADV filing
Delta Financial Advisors, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c305050e-ddcf-9696-e295-ed9cf6ec54fd
First observed: Mar 13, 2012
Last observed: Mar 16, 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 FINANCIAL ADVISORS, INC

CRD 121907

KENSINGTON, MD

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:c305050e-ddcf-9696-e295-ed9cf6ec54fd

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BEVERLY ANN FISCHETTI

Certified Financial Planner

KENSINGTON, MD

yes

JACOB PATRICK DEFILIPPO

n/a

KENSINGTON, MD

yes

JOSEPH ANTHONY FISCHETTI

n/a

KENSINGTON, MD

yes

NICHOLAS ATHANASIOS ANGELIS

n/a

KENSINGTON, MD

n/a

MEGAN MADDEN

Certified Financial Planner

KENSINGTON, MD

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANGELIS, NICHOLAS, ATHANASIOS

CHIEF COMPLIANCE OFFICER

yes

03/2021

Mar 23, 2021

Apr 26, 2024

FISCHETTI, JOSEPH, ANTHONY

President

yes

07/2019

Mar 13, 2012

Apr 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$234M

n/a

2024

Mar 13, 2025

$208M

$186M

n/a

2023

Mar 15, 2024

$189M

$136M

n/a

2022

Mar 22, 2023

$160M

n/a

2021

Mar 21, 2022

$169M

n/a

2011

Mar 13, 2012

$46.0M

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

$234M

$208M

12.2%

$160M

13.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON GLOBAL ADVISOR NETWORK, LLC

Nov 9, 2021

Jan 16, 2024

KENSINGTON, MD

Team lift out

RIA to RIA

9.5%