A complete list of active advisors currently associated with Delegate Advisors, LLC
Warmer can help you find a great advisor at Delegate Advisors, LLC or one who fits your needs even better.
Delegate Advisors is an SEC-registered multi-family office and Outsourced Chief Investment Officer that serves a small number of very high-net-worth individuals, families and related entities, with written minimums (generally $50 million, and $25 million for athletes). Its services include investment management and oversight, personal and family financial planning, and family office administrative functions such as treasury management, bookkeeping, performance reporting, and estate, tax and insurance planning. The firm operates predominantly as a non‑discretionary, manager‑of‑managers outsourced CIO, recommending and selecting third‑party investment managers and pooled investments in line with client Investment Policy Statements; its investment process combines strategic asset allocation with fundamental, technical and cyclical analysis and may include a wide array of asset types and alternative investments. Delegate Advisors conducts periodic reviews of investment options and accounts and may implement customized constraints, liquidity planning and tax considerations in consultation with clients. Delegate Advisors also acts as the private fund adviser and investment manager to a privately offered pooled vehicle, the Flexible Credit Fund, LP, with an affiliated general partner, and may charge performance‑based fees or allocations related to that vehicle; it is deemed to have account access or custody in some arrangements (standing letters of authorization, GP roles and a client entity overseen by DMC Management, Inc.). These combined activities — a small, ultra‑high‑net‑worth client base, a predominately non‑discretionary outsourced CIO model, and direct management and sponsorship of a private pooled fund — differentiate its business model from many peers.
To learn more about the advisors currently working at Delegate Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chapel Hill, NC
| 27
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)