SEC Form ADV

DELEGATE ADVISORS, LLC

Registered Investment AdviserNC
$1.7B
Assets Under Management
1,331
Total Clients
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Registration Details

Accession
CRD-159953
Location
CHAPEL HILL, NC
Filing Date
March 25, 2026
AUM
$1.7B
Total Clients
1,331
Amendment
No

About this Adviser

DELEGATE ADVISORS, LLC is a registered investment adviser headquartered in CHAPEL HILL, NC, managing approximately $1.7B in assets across 1,331 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.