Theodore Kay
DLK Investment Management · Solana Beach, California
Theodore Kay is a fee-only financial advisor at DLK Investment Management in Solana Beach, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 5643664 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dlkinvest.com |
| Profile |
How Theodore'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 Theodore
Is Theodore Kay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore 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 Theodore charge for financial advice?
Theodore's firm, DLK Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theodore Kay based?
Theodore Kay is based in Solana Beach, California.
Is Theodore Kay registered with the SEC?
Yes. Theodore Kay is registered as an investment adviser representative in CA (CRD 5643664), 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 Theodore Kay?
Through Theodore'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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