Thomas Walter Delaney
Investment adviser representative at Valtrion Capital Management, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$287.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Valtrion Capital Management, LLCSep 2026 to now
- Lee, Danner & Bass, Inc.Apr 2025 to Aug 2026
- Harris AssociatesMay 2008 to Jan 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Valtrion Capital Management, LLC
$287.3MAssets managed
188Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8105148
- Firm CRD
- 318048