RIA Intel›Advisers›Georgia›DELON, GERALD LAWRENCE

DELON, GERALD LAWRENCE

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$1M

across 27 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

JORDAN CAPITAL AM, LLC

ATLANTA, GA

$32M

SAUNDERS INVESTMENT MANAGEMENT, LLC

$33M

LANGLEY WEALTH MANAGEMENT LLC

ATHENS, GA

$31M

SAFEWATER INVESTMENT MANAGEMENT LLC

$31M

VERSAILLES FINANCIAL, LLC

$33M

AUST FINANCIAL ADVISORY, LLC

$33M

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