Duncan
Dewahl
Delta Capital Management, LLC
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About this Advisor
Duncan Dewahl is a certified financial planner operating out of Maitland, Florida who has 10 years of industry experience. Dewahl currently works for Delta Capital Management, LLC. They have been employed by Delta Capital Management, Llc for their total career. Dewahl maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Delta Capital Management, LLC is a financial advisory business headquartered in Maitland, FL. It administers $212 million in assets under management across its 829 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 829 accounts, 20% are held by high-net-worth investors who have more than $1 million in investable assets. Delta Capital Management, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors depend on the services offered. However, fees billed by Delta Capital Management, LLC may include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Capital Management, LLC Brokerage Details
$212,237,614
12
829
$256,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Duncan Dewahl Work History
Duncan has been registered as a financial advisor for 10 years.*
Delta Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Duncan Dewahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Capital Management, LLC
Maitland, FL
Maitland, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
