Delta Financial Advisors, L.L.C.

Overview

Delta Financial Advisors, L.L.C. is an SEC registered investment adviser based in Metairie, LA, registered since 2003. It reports $592M in assets under management across 549 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$592M

Discretionary

90%

Accounts

549

Average account

$1.1M

Employees

5

Advisory reps

3

Registered since

2003

Jurisdictions

5

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Gerard Anthony Plauche Managing Member, Chief Compliance Officer CRD 2423209
• Ainsley Desilva Bishop Member, Chief Investment Officer CRD 4055743
• Catherine Meyer Johnson Member CRD 4604873

Advisory reps 3 of 3

• Ainsley Desilva Bishop Investment Adviser Rep CRD 4055743
• Catherine Meyer Johnson Investment Adviser Rep CRD 4604873
• Gerard Anthony Plauche Investment Adviser Rep CRD 2423209

Location

Headquarters

111 Veterans Memorial Blvd Ste 1555
Metairie, LA 70005

County

Jefferson

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: deltafinad.com

Every state, with registration dates

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