Anthony A. Deluca

DELTA CAPITAL MANAGEMENT

Maitland, FL 32751

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CRD#: 7208553

Professional summary

Anthony Alexander Deluca, CFP® is a registered financial advisor currently at DELTA CAPITAL MANAGEMENT, LLC located in Maitland, Florida and DELTA ADVISORY GROUP, INC. located in Maitland, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Anthony has worked at 3 firms and has passed the Series 65, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Delta Capital Management, LLC Investment Related 698 N Maitland Ave Ste 201 Maitland, FL 32751 Investment Advisor Start Date: 10/2019 10 hr/mo during trading hours Investment Advisor, Operations 2. Delta Advisory Group, Inc. Investment Related 696 N Maitland Ave Maitland, FL 32751 Investment Advisor Start Date: 05/2022 160 hr/mo during trading hours Investment Advisor, Operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Alexander Deluca's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

December 26, 2019 - Present

DELTA CAPITAL MANAGEMENT, LLC

Office #1: 698 N. Maitland Avenue Suite 201, Maitland, FL 32751

RIA

CRD#: 128350

Maitland, FL

Current

June 7, 2022 - Present

DELTA ADVISORY GROUP, INC.

Office #1: 696 N Maitland Avenue, Maitland, FL 32751

RIA

CRD#: 105966

Maitland, FL

Past

May 26, 2020 - January 19, 2022

DELTA SECURITIES COMPANY, LLC

CRD#: 130577

MAITLAND, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DELTA CAPITAL MANAGEMENT, LLC

DELTA CAPITAL MANAGEMENT, LLC | DONOVAN CASTERLINE LLC

CRD#: 128350 / SEC#: 801-118594

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

Florida

Registered Investment Advisory firm - (6/30/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/18/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/12/2020

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 3/3/2021

General Securities Principal Examination

Current Firm

DELTA CAPITAL MANAGEMENT, LLC

DELTA CAPITAL MANAGEMENT, LLC | DONOVAN CASTERLINE LLC

CRD#: 128350 / SEC#: 801-118594

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

Florida

Registered Investment Advisory firm - (6/30/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

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Contact information

Main Address

698 N. Maitland Avenue Suite 201, Maitland, FL 32751

Mailing Address

Phone number

(407) 422-2423

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DCM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 248,375,866

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Anthony A. Deluca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Alexander Deluca's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELTA ADVISORY GROUP, INC.

DELTA SECURITIES COMPANY, LLC

Primary Firm SEC Registration

DELTA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2019

Series 7TO

Date: 5/18/2020

SIE

Date: 2/12/2020

Series 24

Date: 3/3/2021

Current Firm

DELTA CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DELTA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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