CHAPEL HILL, NCCRD 159953Latest ADV March 25, 2026
Delegate Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated March 25, 2026, reports $1.7B in regulatory assets under management, 13 employees, 2 offices, and 1,331 accounts.
Assets Under Management
$1.7B
Employees
13
Offices
2 offices
Total Clients
51
Primary office
CHAPEL HILL, NC
101 GLEN LENNOX DRIVE, SUITE 150, CHAPEL HILL, NC, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.4% of total clients.
Top client categories% of clientsClients
1
HNWI
82.4%
42
2
Insurance Cos.
11.8%
6
3
Corporations
3.9%
2
4
Pooled Investment Vehicles
2.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 25, 2026
Discretionary43.3%
$742M
43% of total RAUM43.3%
Non-discretionary56.7%
$972M
57% of total RAUM56.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts1,331
10Y AUM Change$-54M (-3.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee4:1
10Y Employee Change+2 (+18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.