DELEGATE ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,713,891,105
Discretionary
$742,277,514
Non-discretionary
$971,613,591
Firm details
- CRD number
- 159953
- SEC file number
- 801-72996
- Main office
- CHAPEL HILL, NC, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTP://DELEGATEADVISORS.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.