Donald Dempster
DLK Investment Management · Solana Beach, California
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.
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Who they serve
- Retirees
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 | $524.0M across 1,208 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, WA · CRD 2500548 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dlkinvest.com |
| Profile |
How Donald's firm compares
- DLK Investment Management's average account is about $434,000, from its Form ADV (assets managed divided by 1,208 accounts).
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Questions about Donald
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- DLK Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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