# THE DELTA GROUP

THE DELTA GROUP of SONOMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111852
- Type: SEC-registered investment adviser
- SEC file number: 801-21129
- Location: 651-C BROADWAY ST., SONOMA, CA, 95476
- Phone: 415-640-6770
- Latest filing: 2025-12-24
- Regulatory AUM: $49.2M
- Discretionary AUM: $49.2M
- Clients: 2
- Accounts: 29

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS PATRICIA JEAN | DIRECTOR; DIRECTOR/CCO; DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| DAHL ERIC DREW | DIRECTOR | — |
| DURDEN JOHN KENNETH | CHIEF COMPLIANCE OFFICER; COMPLIANCE CONSULTANT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111852/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111852/similar
- Related entities: https://search.stillhousedata.com/firm/111852/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111852

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.