Chief Compliance Officer · Delta Capital Management, LLC
Megan R. Johnson
CRD 6911479 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Delta Capital Management, LLC, an SEC-registered asset manager based in Maitland, FL with $277 million in regulatory assets, lists Megan R. Johnson on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Megan at 2 other registered advisers.
Firms and roles
- Delta Capital Management, LLCChief Compliance OfficerAsset manager · Maitland, FL · $277M in regulatory assets
- Delta Advisory Group, Inc.Chief Compliance OfficerWealth manager · Maitland, FL · $216M in regulatory assets
- Aegis Wealth Management, LLCChief Compliance OfficerWealth manager · Maitland, FL · $190M in regulatory assets
AtlasMembers
Megan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (6)
- Christopher E. TruesdellPresident, Partner, Delta Capital Management, LLC
- Amy CasterlineOwner, Delta Capital Management, LLC
- Charles C. SmithChairman, President, Delta Advisory Group, Inc.
- Donald C. NestorSenior Vice President, Delta Advisory Group, Inc.
- Thuong T. PhamSenior Portfolio Manager, Partner, Aegis Wealth Management, LLC
1 more person named with Megan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.