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Theodore Delisi

Inspire Advisors, LLC
36 Years of Experience
Troutman, NC
3 DisclosuresSells Insurance
View SEC Summary
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Theodore Delisi is a registered investment advisor at Inspire Advisors, LLC, based in Troutman, NC, with 36 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Inspire Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

145 Freedom Valley Trail, Troutman, NC, 28166

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1989
Final
Regulatory
September 1988
Final
Employment Separation After Allegations
June 1988
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Theodore is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week to this activity. He also works full-time as an investment advisor for Sovereign Investment Group, provides financial education for the Society for Financial Awareness, is a partner in a food cart business, and serves as a board member for Calvary Chapel Lake Norman.

Employment History
Current Registrations
Inspire Advisors, LLC
January 2026 - Present · 6 mos
Previous Registrations
Cwm, LLC
March 2018 - December 2025 · 7 yrs 9 mos
Cetera Advisor Networks LLCBroker
March 2018 - May 2019 · 1 yr 2 mos
LPL Financial LLC
February 2016 - March 2018 · 2 yrs 1 mo
Ifg Advisory, LLC
January 2015 - March 2018 · 3 yrs 2 mos
LPL Financial LLC
July 2000 - January 2015 · 14 yrs 6 mos
LPL Financial LLCBroker
July 2000 - March 2018 · 17 yrs 8 mos
Fsc Securities CorporationBroker
January 1997 - July 2000 · 3 yrs 6 mos
Chubb Securities CorporationBroker
March 1995 - December 1996 · 1 yr 9 mos
Nylife Securities INC.Broker
June 1992 - January 1995 · 2 yrs 7 mos
American Express Financial Advisors INC.Broker
September 1990 - October 1990 · 1 mo
Ids Life Insurance CompanyBroker
September 1990 - October 1990 · 1 mo
Castleton-Rhodes INC.Broker
June 1989 - September 1989 · 3 mos
First Eagle, INC.Broker
May 1989 - June 1990 · 1 yr 1 mo
F.D. Roberts Securities, INC.Broker
November 1988 - October 1989 · 11 mos
Allied Capital Group, INC.Broker
October 1988 - November 1988 · 1 mo
F.D. Roberts Securities, INC.Broker
September 1987 - July 1988 · 10 mos
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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