# Donald Dempster

> Donald Dempster is a fee-only financial advisor at DLK Investment Management in Solana Beach, California, who holds the CFA credential. DLK Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-dempster/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** DLK Investment Management
- **Based in:** Solana Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $524.0M across 1,208 accounts
- **Credentials:** CFA
- **Works with:** Retirees
- **CRD:** 2500548 (https://adviserinfo.sec.gov/individual/summary/2500548)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://dlkinvest.com

## Frequently asked questions

### Is Donald Dempster a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and DLK Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, DLK Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Dempster based?

Donald Dempster is based in Solana Beach, California.

### What credentials does Donald Dempster hold?

Donald Dempster holds the CFA credential.

### Is Donald Dempster registered with the SEC?

Yes. Donald Dempster is registered as an investment adviser representative in CA and WA (CRD 2500548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DLK Investment Management manage?

DLK Investment Management reports $524.0M across 1,208 accounts in assets under management.

### How do I contact Donald Dempster?

Through Donald's website, dlkinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2500548): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://dlkinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.