Delegate Advisors, LLC - Investment Advisers

About Delegate Advisors, LLC

Delegate Advisors, LLC is an independent wealth advisory firm based in Chapel Hill, North Carolina, and its registry record lists it as an investment adviser. The firm reports $1.71 billion in regulatory assets under management and has 13 employees. It is one of the investment advisers in North Carolina in this directory. The firm says it helps clients plan for and manage their wealth, including the decisions and transactions that affect their families' finances. Its stated aim is to simplify clients' financial lives and investments so they can work toward long-term financial objectives. Delegate has received recognition from the Family Wealth Report Awards. In 2025 it won the multi-family office category, which the firm describes as its fourth time receiving that honor from the program. In 2024 it was a finalist in three categories. The firm is also one of the US investment advisers listed in this directory. --- Note: only two link slots were provided, so the section includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$1.71B

Employees

13

SEC File Number

801-72996