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DELEGATE ADVISORS, LLC

CHAPEL HILL, NC · CRD 159953 · IAPD ↗ · delegateadvisors.com · 919-932-8400

$1.71BRegulatory AUM
13Advisory reps
13Employees
0Clients
26-50Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — DELEGATE ADVISORS, LLC reported RAUM up 42% ($1.03B -> $1.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — DELEGATE ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — DELEGATE ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — DELEGATE ADVISORS, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — DELEGATE ADVISORS, LLC crossed $1B in regulatory AUM ($902.4M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.