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Madeline Grace Baker

Investment adviser representative at Delta Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$277.4MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

10 years in the industry.

  1. Delta Advisory Group IncSep 2026 to now
  2. Delta Capital Management, LLCJan 2026 to now
  3. Veritas Shared ServicesJun 2025 to now
  4. Storage Units Capital Management CorporationJun 2024 to May 2025
  5. Delta Capital ManagementMay 2023 to May 2024
  6. University of Central FloridaAug 2020 to May 2024
  7. LonghornDec 2019 to Oct 2021
  8. Lake Mary High SchoolAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Delta Capital Management, LLC

$277.4MAssets managed
108Clients
6Advisers
6 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
8209700
Firm CRD
128350
Advisor's SEC record (opens in a new tab)
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