Delta Financial Advisors, L.L.C. logo

Delta Financial Advisors, L.L.C.

Updated today
Find your advisor

Client assets under management

$513,041,653

More info

Clients

211

46% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

More info

Clients per advisor

70

Typical

Average account size

$2,431,477

About

Delta Financial Advisors provides both discretionary and non‑discretionary investment supervisory services and, upon request, comprehensive financial planning that covers tax, estate, retirement and insurance matters. Its clients include individual investors (including high‑net‑worth individuals), pension and retirement plans, trusts and corporate entities, and the firm generally applies a $500,000 account minimum that may be lowered based on circumstances.

The firm uses a mix of fundamental, technical and charting analysis to construct portfolios, favoring mostly long‑term equity holdings while occasionally employing short‑term trading, options or margin when appropriate. Equity allocations are guided by sector weightings relative to the S&P 500, with typical portfolios holding about 35 individual stocks and a laddered portfolio of at least 10 investment‑grade bonds; the firm also uses mutual funds or ETFs for international and small‑cap exposure and reviews accounts quarterly with written reporting and a client portal.

Delta Financial Advisors manages roughly $592 million with a relatively small advisory team, resulting in an unusually high level of assets per advisor compared with peers, which is an uncommon operational profile for team firms. The brochure discloses potential conflicts tied to IRA rollovers and the receipt of institutional services from its recommended custodian, and the firm operates under a CFA‑style code of ethics with documented trade‑error and custody procedures.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.80% $3,000,000+: 0.50%

Project-based

$200.00 per hour for setup fees or special situations

Other

Account minimum: $500,000.00 Minimum fee: $1,250.00 per year minimum charge

Main office location

Delta Financial Advisors, L.L.C.

111 Veterans Memorial Blvd., Suite 1555

Metairie LA 70005, United States

Number of offices

1

Most active in

More info

Alabama · Florida · Louisiana · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 504 522-9019

Advisors at this firm

Scroll left Scroll right
user avatar

Ainsley B

Series 66

Metairie, LA

Delta Financial Advisors, L.L.C.

Ainsley Bishop is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with Delta Financial Advisors, L.L.C. since 2004. Delta Financial Advisors is an independent registered investment adviser serving individuals, retirement plans, trusts, estates, nonprofits, and businesses. The firm uses a combination of fundamental, technical, and charting analysis to tailor long-term investment strategies and manages approximately $430 million in assets across roughly 169 client relationships.

Concentrated stock management Founder/Business Owner Retired
user avatar

Gerard P

CFA®

Metairie, LA

Delta Financial Advisors, L.L.C.

Gerard Plauche is a CFA® charterholder with 15 years of industry experience. He has been with Delta Financial Advisors, L.L.C. since 2003. Delta Financial Advisors is an independent registered investment adviser serving individuals, retirement plans, trusts, estates, nonprofits, and businesses. The firm uses a combination of fundamental, technical, and charting analysis alongside third-party research to tailor investment strategies, managing approximately $430 million in assets across about 169 client relationships.

Concentrated stock management Founder/Business Owner Retired
user avatar

Catherine J

Series 65, Series 66

Metairie, LA

Delta Financial Advisors, L.L.C.

Catherine Johnson is a financial advisor at Delta Financial Advisors, L.L.C. with one year of industry experience. She holds Series 65 and Series 66 licenses and previously spent 21 years at Orleans Capital Management. Johnson serves as a trustee for the Stanley Ray Jr. Philanthropic and Civic Trust in Metairie, LA. Delta Financial Advisors is an independent registered investment adviser serving individuals, retirement plans, trusts, estates, nonprofits, and businesses. The firm uses a combination of fundamental, technical, and third-party research to tailor long-term investment strategies and manages approximately $430 million in assets with a two-advisor team.

Concentrated stock management Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")