DELEGATE ADVISORS, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.7B

Discretionary

$742M

43% of AUM

Avg account

$1.3M

Accounts

1,331

Employees

Advisory reps

Firm details

Headquarters: CHAPEL HILL, North Carolina
CRD number: 159953
Registered since: January 12, 2012
Website: delegateadvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI82.07%
Corporations / Businesses10.28%
Insurance Companies7.56%
Pooled Investment Vehicles0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Delegate Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2012 and operates as an LLC. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside advisers. Delegate charges a mix of percentage-of-AUM and fixed fees and reports being an active ESG investor. The firm also acts in sponsor/GP roles and as managing member for pooled vehicles. FA Magazine recognized the firm as a Top RIA Firm in 2020.