# Gerald L. Delon, PHD

> Gerald L. Delon, PHD is a state-registered investment advisory firm, registered since 1989, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 126137
- Filed as: GERALD L. DELON, PHD
- Legal name: Delon, Gerald Lawrence
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126137
- AdvisorCensus page: https://advisorcensus.com/firm/gerald-l-delon-phd-126137

## Quick answers

**How is Gerald L. Delon, PHD compensated?**
On its Form ADV (Item 5.E, October 2026), Gerald L. Delon, PHD reports these compensation arrangements: a percentage of assets under its management.

**Is Gerald L. Delon, PHD registered with the SEC or a state?**
Gerald L. Delon, PHD is a state-registered investment advisory firm, registered since 1989. Status as filed: APPROVED. CRD 126137.

**How much does Gerald L. Delon, PHD manage?**
Gerald L. Delon, PHD reports $32,137,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Gerald L. Delon, PHD serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Gerald L. Delon, PHD report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126137

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $32,137,000
- Discretionary: $32,137,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $30,090,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,047,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1989 (37 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gerald L. Delon, PHD (CRD 126137): Form ADV filing data as of October 2026.