DLK INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- MERCER ISLAND, Washington
- CRD number
- 328897
- Registered since
- November 27, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.88%
- Individuals24.09%
- Pension & Profit Sharing Plans0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DLK Investment Advisors, LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2024. The firm serves individual and family clients and positions itself as a fee-based planner and portfolio manager, charging a percentage of assets under management and offering hourly advisory work where appropriate. Advisory services listed include financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. The firm reports a preference for equity exposure and does not identify as an active ESG investor. DLK operates with an owner-type classified as an individual and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Non-Investment Grade Corp Bonds25%
- US Government Bonds10%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1DONALD DEMPSTER
President and COOCRD 2500548
Contacts
1 of 1Edmund Van Winkle
Portfolio ManagerCRD 7497834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MERCER ISLAND, WA
KING
Location
MERCER ISLAND, WA
Headquartered in MERCER ISLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 7525 SE 24th St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
S. R. SCHILL & ASSOCIATES, INC.
RIAMERCER ISLAND, WA
THE PLANNER'S EDGE LLC
RIAMERCER ISLAND, WA
GOLDBLOOM WEALTH MANAGEMENT LLC
RIAMERCER ISLAND, WA
THE FAUSER GROUP, LLC
RIAMERCER ISLAND, WA
TSP ADVISORS, LLC
RIAMERCER ISLAND, WA
NORTHWEST ASSET MANAGEMENT
RIAMERCER ISLAND, WA