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DELEGATE ADVISORS, LLC
CRD 159953File 801-72996
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$742.3M
Non-discretionary $971.6M
Clients
51
1,331 accounts
Employees
13
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 12, 2012
- Principal office
- 101 GLEN LENNOX DRIVE, SUITE 150, CHAPEL HILL, NC, 27517-8834
- Phone
- 919-932-8400
- Website
- HTTP://DELEGATEADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $742.3M
- Non-discretionary AUM
- $971.6M
- Discretionary accounts
- 562
- Non-discretionary accounts
- 769
- Total accounts
- 1,331
- AUM per client
- $33.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $176.2M |
| Insurance companies | 6 | $129.6M |
| High net worth individuals | 42 | $1.41B |
| Pooled investment vehicles | 1 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 44 | 51 | increased by7 |
| Apr 1, 2026 | AUM | $1,462,660,920 | $1,713,891,105 | increased by$251,230,185 |
| Apr 1, 2026 | Accounts | 1,277 | 1,331 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 44 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $946,705,228 | $1,462,660,920 | increased by$515,955,692 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 775 | 1,277 | increased by502 |
| Apr 1, 2022 | Clients | 27 | 37 | increased by10 |
| Apr 1, 2022 | AUM | $882,973,690 | $946,705,228 | increased by$63,731,538 |
| Apr 1, 2022 | Accounts | 691 | 775 | increased by84 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DELEGATE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DELEGATE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.