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Director of Investment Research · Delegate Advisors, LLC

James R. Powers

CRD 6822195 · 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 James R. Powers on its Form ADV as Director of Investment Research, a control person.

Firms and roles

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

AtlasMembers

James’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
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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 James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.