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Delegate Advisors is comprised of a team of professionals based in Chapel Hill, NC who have dedicated decades-long careers to providing independent wealth advice. Led by Chief Executive Officer Andy Hart, our firm is built for large families who are seeking technical, highly specialized and multi-faceted advice. With 26 years of experience, Hart has built the firm with the belief that each client is different, and each family deserves advice and guidance as unique as they are. Our work is different and complex. Here’s how: • We manage assets on a discretionary OR non-discretionary basis. • We don’t just make decisions – we painstakingly create models to demonstrate potential outcomes, so our clients feel informed, empowered and safe. • The advice we provide goes beyond the norm – our clients get creative wealth solutions, finding ways to save on taxes, fees and costs • We work with our clients’ entire team of external advisors so that their wealth strategy is holistic and seamlessly executed. Our firm provides: • Wealth advice – fiduciary advice on a wide range of topics • Investment advice – institutional-quality investment opportunities on a discretionary or non-discretionary basis

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Revenue $7 million
Employees 18 (18 on RocketReach)
Founded 2012
Address 1215 Environ Way, Chapel Hill, North Carolina 27517, US
Phone (919) 932-8400
JavaScript, HTML, PHP +20 more (view full list)
Category Financial Services, Finance General, Other Financial Services, Wealth management, Finance, Asset Management, Risk management, Strategic and tactical asset allocation, Manager selection, Performance reporting, Direct investment due diligence, Financial education, Tax planning, Trust and estate planning, Wealth transfer, Philanthropy planning
Web Rank 21 Million
Keywords delegate advisors, llc
SIC 628, 62
NAICS 5239, 52, 52393, 523

Delegate Advisors Questions

The Delegate Advisors annual revenue was $7 million in 2023.

Benjamin Thompson is the President and Chief Investment Officer of Delegate Advisors.

18 people are employed at Delegate Advisors.

Delegate Advisors is based in Chapel Hill, North Carolina.

The NAICS codes for Delegate Advisors are [5239, 52, 52393, 523].

The SIC codes for Delegate Advisors are [628, 62].

Top Delegate Advisors Employees

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