The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there.
The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting.
Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.
|Firm Start Year:||2003|
|Name of Custodial Firm:||Charles Schwab Institutional|
|States Licensed in:||FL, LA|
|Number of Years with Current Firm:||18|
|Work Experience:||We work with individuals, families, and employers in both the Greater Orlando area and across America. We do not have a minimum AUM for our only goal is the success of the client. With over 30 years of experience in many facets of financial and retirement planning, we will succeed in helping our clients reach their long term financial goals.|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Financial Advice & Consulting|
|Investment Types:||Options & Futures, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance|
|I can meet clients in the following ways:||Video Conference, Via Email, Via Phone, At your office, At your home, At my office, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Life, Variable Annuity|
|Firm's Number of Clients:||500|
|Firm's Number of Planning Clients:||500|
|Firm's Number of Managed Clients:||500|
|Assets Managed by Firm:||184 Million|
|Advisor's Number of Clients:||500|
|Advisor's Number of Managed Clients:||500|
|Advisor's Number of Planning Clients:||500|
|Assets Managed by Advisor:||$184 Million|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Based on Assets|
|Organization:||University of Florida Alumni Association Gainesville, Florida|
|Duration :||01/01/2000-Currently holding|
|Organization:||Sharing Smiles - Advent Health Orlando, FL.|
|Position :||Board Member|
|Duration :||01/01/2020-Currently holding|
|Masters in Business Administration - Finance and Business||
University of Florida - Gainesville, FL.
Sean D. Casterline is the President and Senior Portfolio Manager for Delta Capital Management, LLC an Investment Advisory firm located in Orlando, Florida. Mr. Casterline began his career with Delta First Financial as an asset manager.
During his time at Delta, he progressed thru the company to eventually land as the Senior Portfolio Manager with the firm. In 1998, he left for an opportunity to work with Wealth Management Financial Group as their Senior Portfolio Manager. While there, Mr. Casterline managed client assets totaling over $185 million and co-hosted a syndicated financial radio show called "Talking About your Investments". The show was broadcast in 85 cities nationwide for four hours a day and was heard in such cities as New York, San Francisco and Dallas. Mr. Casterline has also been published in several trade magazines/websites and in April 2010 had his book Investors Passport to Hedge Fund Profits hit the bookshelves.
Mr. Casterline earned both his Bachelor's Degree in Finance and Master"s Degree in Business Administration from the University of Florida. He also has the distinction of being a CFA Charter holder and was an Arbitrator for the NASD. He has held many securities licenses including, Series 7 , General Securities Rep, Series 63 , State Securities, Series 65 , National RIA, Series 4 , Options Principal and a Series 24 , General Securities Principal as well as Life, Health and Variable Annuity License.
Mr. Casterline is also an active member in the University of Florida Alumni Association and has also served as a Director for the CFA-Orlando Society. He has been involved with other charitable organizations such as the Fellowship of Christian Athletes, Big Brothers/Big Sisters of Gainesville and Habitat for Humanity. Mr. Casterline met his wife Amy in 1992 and the couple has been married for nineteen years. After graduating from the University of Florida, Mrs. Casterline spent eight years as a field sales representative , most recently as a District Sales Manager in the legal publishing industry. In 2001 Mrs. Casterline chose to give up her career when the couple decided to become full time foster parents. They were licensed through the Childrens Home Society in 2002 and are now proud parents of their two adopted sons, Jonathan who is twenty years old and his younger brother Beau who is nineteen.
|Mon.||8:30 AM - 5:30 PM|
|Tue.||8:30 AM - 5:30 PM|
|Wed.||8:30 AM - 5:30 PM|
|Thu.||8:30 AM - 5:30 PM|
|Fri.||8:30 AM - 5:30 PM|