DELEGATE ADVISORS, LLC

CRD 159953File 801-72996

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.71B

Top 25% of cohort (national)

Discretionary AUM

$742.3M

Non-discretionary $971.6M

Clients

1,331 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.