Dlk Investment Advisors, LLC
● SEC registered since 2024CRD 328897SEC# 801-131523Mercer Island, WA
Reg. AUM
$140.7M
Employees
2
Accounts
95
Location
Mercer Island, WA
Dlk Investment Advisors, LLC assets under management
Dlk Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Mercer Island, WA. The firm has been registered since 2024. It reports $140.7 million in regulatory assets under management and employs 2 people.
Dlk Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Ogden Dempster Control | President And Chief Compliance Officer | Over 75% | 2013 |
| Edmund Matthew Van Winkle | Portfolio Mgr. | Under 5% | 2025 |
Frequently asked questions
How much does Dlk Investment Advisors, LLC manage?
Dlk Investment Advisors, LLC reports $140.7 million in regulatory assets under management on its Form ADV.
How many employees does Dlk Investment Advisors, LLC have?
Dlk Investment Advisors, LLC reports 2 employees.
Where is Dlk Investment Advisors, LLC located?
Dlk Investment Advisors, LLC is based in Mercer Island, WA and has been SEC-registered since 2024.
Does Dlk Investment Advisors, LLC disclose fund performance?
Dlk Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7525 SE 24th Street, Suite 410, Mercer Island, WA 98040 |
| Phone | 206.203.0010 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140.7M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$140.7Mregulatory AUM
Discretionary $111.1MNon-discretionary $29.6M