D
CRD: 328897
DLK Investment Advisors, LLC
Mercer Island, WA, 98040
2062030010
$140.7M Total AUM
$111.1M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-27-2024
- Office Locations
- 1
Office Locations
7525 SE 24th Street Suite 410 Mercer Island WA
About DLK Investment Advisors, LLC
DLK Investment Advisors, LLC is a Mercer Island-based RIA. The firm has been operating for 1 years. Managing $140.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
53 AVG AGE
$70.4M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Asset Classes
Harbor Value delta Foundation momentum Vital
Investment Themes
North pioneer Radial momentum
Investment Vehicles
North
Services
Foundation zenith Insight Beacon eagle Momentum vector Eagle
Owner & Executives
D
DONALD OGDEN DEMPSTER
Chief Compliance Officer, President
- CRD
- #2500548
- Ownership
- 75% or more
(618) 404-5815
vertex.momentum@primecapital.com
in linkedin.com/in/peak-capital
E
Edmund Matthew Van Winkle
--
- CRD
- #7497834
- Ownership
- Less than 5%
(401) 724-9685
vector.atlas@pathwaycapital.com
in linkedin.com/in/glacier-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,133,453 | $1,234,816 |
| Non-Discretionary | $29,601,178 | $5,920,236 |
| Total | $140,734,631 | $1,481,417 |
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Separately Managed Accounts
Total SMA Asset: $140,734,631
Equity - Exchange:
12.9% Corporate - Non-Investment Grade:
44.7% U.S. Government/Agency:
27.6% Cash:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $304,218,150 | 12.9% |
| Corporate - Non-Investment Grade | $1,054,151,262 | 44.7% |
| U.S. Government/Agency | $650,885,343 | 27.6% |
| Cash | $349,025,474 | 14.8% |
| Total | $2,358,280,229 | 100.0% |