Delta Hedge Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,523,846
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$362,891
About
Delta Hedge Financial, LLC is a state‑registered, employee‑owned investment adviser that provides fee‑only, discretionary portfolio management primarily for individual clients and also for trusts, estates and private corporations. The firm states it may also serve banks, investment companies, charitable organizations, corporations and other business entities, and charges advisory fees based on a percentage of assets under management.
Portfolios are built after client interviews, risk questionnaires and financial data gathering and may include domestic and international stocks and bonds, mutual funds, ETFs, ADRs, ETNs and options. The firm combines fundamental and technical analysis with a proprietary price/volume/volatility model and macro‑economic inputs, and actively employs options strategies—most notably collar trades—to define downside risk and generate income in separately managed accounts.
Compared with many independent advisers, Delta Hedge emphasizes the use of derivatives in client accounts and the acceptance of corporate and institutional clients, features the brochure identifies as less common among peers. The firm reported discretionary assets under management of approximately $11.3 million as of January 9, 2026 and recommends custodians such as Interactive Brokers or Charles Schwab for execution and custody.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Income planning
Retirement income strategy
Fee options
$0 - $500,000: 1.75% Over $500,000 - Under $1,000,000: 1.50% Over $1,000,000+: 1.25%
Fee-only: Fee-only investment advisory services
Main office location
Delta Hedge Financial
Port St. Joe FL, United States
Number of offices
1
Most active in
Delta Hedge Financial has reported serving >5 clients in these states in the last 12 months.
Mississippi · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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