Gerald L. Delon, PhD
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,090,000
Clients
15
Advisors
1
of 1 employees
About
The firm provides discretionary investment management primarily to individuals, including high‑net‑worth clients, and retirement vehicles such as pension and profit‑sharing plans. It also accepts portfolio management assignments that function similarly to small institutional mandates rather than only retail advisory relationships.
The advisor follows a conservative, long‑term approach emphasizing capital preservation and balanced asset allocation across equities, fixed income, and money‑market instruments, and employs a mix of technical, fundamental and cyclical analysis in portfolio decisions. The firm does not use high‑risk techniques such as futures, short selling, or uncovered options, and conducts regular account reviews with written reporting to clients.
Distinctive features include operation as a solo practitioner with a long operating history and advanced academic credentials, along with tax‑preparation credentials (Enrolled Agent) supporting its client service model; the firm manages a modest number of client relationships with relatively concentrated assets under management. It typically charges asset‑based advisory fees and receives research and administrative services (soft dollars) through recommended custodians, and it does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
Negotiable up to 1% annually on a sliding scale
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 Fee-only: Annual asset management fee up to 1%, negotiable; minimum annual fee $1,000
Main office
Duluth GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Delon, Gerald Lawrence · Gerald L. Delon, Phd
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)