DELEGATE ADVISORS, LLC

CHAPEL HILL, North Carolina·9 registered advisors·CRD# 159953
SEC# 801-729963919-932-8400
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at DELEGATE ADVISORS, LLC

9 registered advisors
Andrew Dimmitt Hart
CHAPEL HILL, North Carolina
Benjamin Dunkin Allison
CHAPEL HILL, North Carolina
Carolyn Ovaitt
CHAPEL HILL, North Carolina
Charles Bernard Mcatee
CHAPEL HILL, North Carolina
James Rollin Powers
CHAPEL HILL, North Carolina
Joseph M Fernandez
CHAPEL HILL, North Carolina
Max Carroll Chapman
CHAPEL HILL, North Carolina
Paul Richard Perez
CHAPEL HILL, North Carolina
Robert Lee Borden
CHAPEL HILL, North Carolina
05

Office Locations

CHAPEL HILL, North Carolina
9 advisors

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Data sourced from SEC Form ADV filings. DELEGATE ADVISORS, LLC (CRD# 159953) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.