Delta Capital Management, LLC

A Boutique Firm with a Global Perspective

Delta Capital Management, LLC is an independent, fee-based wealth management and financial planning firm headquartered in Orlando, Florida, serving individuals, families, trusts, and qualified retirement plans both nationally and globally. Built on the principles of independence, expertise, and integrity, Delta Capital Management was founded to provide objective, unbiased investment guidance in an industry often shaped by conflicts of interest and one-size-fits-all solutions.

At Delta, wealth management is not transactional; it is deeply personal. The firm believes that no two investors are alike, and therefore no two portfolios should be either. Every client relationship begins with a comprehensive understanding of financial goals, time horizons, and risk tolerance. Only after clearly defining the destination does Delta begin mapping the path forward, crafting customized strategies designed to endure through changing markets and evolving life circumstances.

Leadership Anchored by Experience: Sean Casterline

At the helm of Delta Capital Management is Sean D. Casterline, CFA, C(k)P, President of the Delta Companies and a nationally recognized voice in investment management. With more than three decades of experience in asset management, alternative investing, and retirement planning, Sean’s leadership shapes not only the firm’s investment philosophy but also its culture of discipline, education, and long-term thinking.

Sean Casterline began his career in 1992 after earning both his bachelor’s and master’s degrees from the University of Florida. He joined Delta Advisory Group, Inc., where he rose to Senior Portfolio Manager, before moving on to Wealth Management Financial Group, managing up to $185 million in client assets. Across each phase of his career, Sean has remained focused on one central principle: helping investors navigate complexity with clarity and confidence.

Beyond client portfolios, Sean Casterline has played a significant role in educating the broader public on investing and economic trends. He co-hosted the nationally syndicated financial radio program Talking About Your Investments, which aired in 85 markets, including New York, Dallas, and San Francisco. He has also appeared regularly as a finance and investment expert on television and in leading publications, including U.S. News & World Report, International Business Times, CBS News Moneywatch, CNET Money, and Authority Magazine.

Sean Casterline is also a published author, having written Investor’s Passport to Hedge Fund Profits, and is currently working on a second book focused on international investing, further reinforcing Delta’s global perspective and commitment to informed, disciplined strategies.

A Disciplined, Client-Centered Investment Philosophy

Delta Capital Management’s investment philosophy reflects Sean Casterline’s career-long emphasis on discipline, education, and risk-aware growth. The firm seeks to help clients achieve peace of mind by replacing financial anxiety with structure, understanding, and a well-defined plan.

For some clients, success means long-term capital appreciation. For others, it means consistent income, capital preservation, or reduced volatility. Delta recognizes that value is created not by chasing returns, but by aligning strategy with purpose, and by adhering to a clearly defined investment discipline through all market cycles.

Education plays a central role in this philosophy. Delta believes investors should understand not only what is happening in their portfolios, but why. Clients are encouraged to engage in ongoing dialogue about economic conditions, market movements, and portfolio positioning, fostering confidence and transparency at every stage of the relationship.

Personalized Service That Defines the Relationship

While performance is essential, Delta Capital Management believes exceptional service and personal attention are what truly distinguish a trusted advisory relationship. As a boutique firm, Delta intentionally maintains a size that allows it to remain nimble, responsive, and deeply engaged with each client’s evolving needs.

Each relationship begins with a detailed discovery process, followed by the creation of a client-specific financial outline and investment policy. Portfolios are implemented using carefully selected stocks, bonds, mutual funds, and alternative investments, with ongoing communication to ensure clients remain fully informed and aligned with their strategy.

This high-touch approach reflects the firm’s belief that wealth management is not just about numbers; it’s about relationships built on trust, continuity, and shared long-term vision.

Integrity, Independence, and Long-Term Accountability

Delta Capital Management operates with a clear understanding that its most valuable assets are its people and its reputation. Integrity and honesty form the foundation of every client interaction, investment decision, and internal process. As an independent advisory firm, Delta is free from external pressures that could compromise objectivity, allowing it to act solely in the best interests of its clients.

The firm takes pride in professional excellence, teamwork, and ethical conduct, recognizing that sustained success depends on adherence to the highest standards. Even when markets are volatile or competitive pressures intensify.

Community Engagement and Professional Leadership

Sean Casterline’s leadership extends beyond Delta Capital Management into education, professional organizations, and philanthropy. A Chartered Financial Analyst (CFA), Sean Casterline previously served as a Director of the CFA-Orlando Society and as an arbiter for the National Association of Securities Dealers (NASD). He remains actively involved with the CFA Institute, the University of Florida Alumni Association, and the Young Presidents’ Organization (YPO).

Together with his wife, Amy, Sean Casterline established the Sean and Amy Casterline Fund at the University of Florida and supports numerous charitable initiatives focused on education, healthcare, food security, autism research, and children’s programs worldwide. He has also volunteered his time and expertise with organizations such as Big Brothers Big Sisters, Habitat for Humanity, Fellowship of Christian Athletes, and Sharing Smiles.

A Trusted Partner for the Long Term

Delta Capital Management exists to help investors build a lasting financial foundation, one rooted in discipline, clarity, and trust. Under Sean Casterline’s leadership, the firm continues to deliver thoughtful, personalized wealth management solutions designed to endure across generations.

For clients seeking an independent advisory partner committed to integrity, education, and long-term success, Delta Capital Management offers more than financial guidance; it offers confidence in the journey ahead.