# Delta Investment Management

Delta Investment Management is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** deltaim.com

## About

Delta Investment Management was founded in 2009 in San Francisco by Nicholas Atkeson and Andrew Houghton. The firm operates as a registered investment advisor, deliberately structured without competing business lines that could influence the products or strategies recommended to clients. It serves two distinct streams: direct advisory for individuals, institutions, trusts, and pension plans; and a turnkey asset management platform for independent advisor representatives seeking back-office scale. The firm's advisory model pairs clients directly with senior investment professionals, bypassing the automated routing common at larger wealth managers. Its advisory network extends through two named offices — NorthStar Financial and Retirement Planning in Greenville, South Carolina, led by President George Fossing and CIO Jim Pritchard, and the URA Group in Scottsdale, Arizona, with advisors John Kieber and Steve Mallory. The firm does not publicly disclose asset-class allocations, AUM, or specific portfolio holdings. The team lists 14 investment and planning professionals across three offices, including several Atkeson and Houghton family members in advisory and legal roles. No separate philanthropic foundation, club membership, or co-investment vehicle is disclosed. Delta's structural identity hinges on independence. By avoiding proprietary products, the firm removes an incentive misalignment that remains common among bank-affiliated wealth managers. This organizational architecture — a pure RIA with satellite offices — lets it function as both a personal advisor and institutional outsourcer without internal product pressure.

## Offices

- Greenville, SC
- Scottsdale, AZ

## People

- Nicholas Atkeson — Co-Founder
- Andrew Houghton — Co-Founder
- George Fossing — President - NorthStar
- Jim Pritchard — CIO - NorthStar

## Questions

### Who runs investment decisions at Delta Investment Management?

Co-founders Nicholas Atkeson and Andrew Houghton lead the firm. The team page also includes Kyler Hasson and Chris Atkeson as investment advisors. For the NorthStar office in Greenville, Jim Pritchard serves as CIO.

### Does Delta Investment Management manage proprietary funds or products?

No. The firm describes itself as independent and states it has no competing business lines. That structure eliminates incentives to push in-house products over third-party solutions.

### Does Delta Investment Management report its assets under management?

No. Delta does not publicly disclose AUM. As a private RIA, it is not required to release the figure unless it files certain regulatory documents, and no such filing has been cited.

### Where does Delta Investment Management maintain offices?

The firm is headquartered in San Francisco. It lists two additional locations: NorthStar Financial and Retirement Planning in Greenville, South Carolina, and the URA Group in Scottsdale, Arizona.

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Last updated: 2026-08-11T02:43:31.692Z

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