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Director of Portfolio Management · Delegate Advisors, LLC

Benjamin D. Allison

CRD 7894142 · Named on Form ADV at one SEC-registered adviser

At a glance

Delegate Advisors, LLC, an SEC-registered wealth manager based in Chapel Hill, NC with $1.7 billion in regulatory assets, lists Benjamin D. Allison on its Form ADV as Director of Portfolio Management, a control person.

Firms and roles

  • Delegate Advisors, LLCDirector of Portfolio ManagementWealth manager · Chapel Hill, NC · $1.7B in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.