DLK Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DLK Investment Advisors provides personalized investment management and financial planning to high‑net‑worth individuals, trusts, estates, charitable organizations, small institutional investors and employer retirement plans. The firm operates on a fee‑only basis, does not accept commissions, and does not act as custodian—clients retain custody and typically select the brokerage firms that execute their trades.
DLK employs a fundamental relative‑value approach that emphasizes strategic asset allocation between fixed income and public equities to pursue current income and long‑term capital appreciation, with client objectives and risk tolerance documented in its CRM. The firm manages the majority of assets on a discretionary basis, performs periodic (at least quarterly) account reviews, and can deliver written financial plans and ongoing retirement plan consulting as needed.
Distinctive features include an affiliation with DLK Investment Management, which performs certain operational and administrative functions and is compensated through fees that are included in client billing—an arrangement that is relatively uncommon among similar supported firms. DLK also concentrates its practice on high‑net‑worth and institutional relationships rather than lower‑net‑worth individual clients and manages approximately $140.7 million across 32 client relationships, operating with a small advisory structure that emphasizes tailored allocation and documented compliance procedures.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.85%
Financial planning fees range from $250 to $500 per hour
Account minimum: $300,000 Minimum fee: $3,000 per annum minimum fee Fee-only: Fee-only investment management; no commissions or other compensation accepted
Main office
7525 SE 24th Street, Suite 410
Mercer Island WA 98040
Advisors at this office
2
Most active in
Washington
Also doing business as
Dlk Institutional Partners · Dlk Institutional Partners, LLC · Dlk Investment Advisors · Dlk Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Donald D
CFA®, Series 63, Series 65
Mercer Island, WA
DLK Investment Advisors, LLC
Donald Dempster is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at DLK Investment Advisors, LLC. His prior experience includes roles at Alpha Cubed Investments, LLC and DLK Investment Management. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm, where he contributes to accounting and strategy. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a fundamental relative-value investment approach emphasizing strategic asset allocation and operates on a fee-only basis with a focus on discretionary management and tailored client relationships.
Edmund V
Series 65
Mercer Island, WA
DLK Investment Advisors, LLC
Edmund Van Winkle is a financial advisor at DLK Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Empyrean Capital Partners and DLK Investment Management. Van Winkle is also a professor at the Foster School of Business at the University of Washington and has a general partner ownership in Human Intelligence Technologies Corp. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small institutional clients. The firm employs a fundamental relative-value approach to asset allocation and offers retirement plan consulting, operating as a fee-only advisor with a concentrated client base.
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