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DELEGATE ADVISORS, LLC
CRD 159953 · SEC 801-72996
101 GLEN LENNOX DRIVE, SUITE 150, CHAPEL HILL, NC, 27517-8834, United States
Phone
919-932-8400
Fax
919-932-8401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.71B
Discretionary AUM
$742.3M
Team
13 total employees; 13 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $1.41B |
| Pooled investment vehicles | 1 | $1.5M |
| Insurance companies | 6 | $129.6M |
| Corporations/business entities | 2 | $176.2M |
States served
CA, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD