Delta Accumulation, LLC

Delta Accumulation, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Sausalito, California. On its latest Form ADV, filed March 30, 2026, it reports $332M in regulatory assets under management, 4 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	286434 · SEC file 801-132565
Office	1505 Bridgeway Suite 106 Sausalito, CA 94965
Phone	(415) 480-0485
Website	www.deltaaccumulation.com
Regulatory assets under management	$332M
Individual clients	0 non-high-net-worth, 4 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Sausalito

• Verity Wealth Advisors, LLC $279M
• Abunda Financial, LLC $103M
• Core Asset Management Company $45K
• The Investment and Philanthropy Corporation $28M
• Mathematica Capital Management, LLC $13M
• Stafford Capital Management LLC $4.4M

See all 7 fee-only advisers in Sausalito →

Nearby

• Tiburon 4 firms
• Corte Madera 3 firms
• Larkspur 6 firms
• Mill Valley 14 firms
• San Francisco 144 firms
• Greenbrae 5 firms
• Kentfield 2 firms
• Ross 2 firms