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| Keyboard |
| DLK Investment Advisors LLC
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|---|---|
| CRD # | 328897 |
| SEC # | 801-131523 |
| CIK # | |
| AUM | 140.7 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 206-203-0010 |
| Address | 7525 SE 24th Street Mercer Island, WA 98040 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 33.9 |
| (b) Individuals (high net worth individuals) | 6 | 106.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 140.7 |
| By Discretionary | ||
| Discretionary | 90 | 111.1 |
| Non-Discretionary | 5 | 29.6 |
| Total | 95 | 140.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.7 | |
| Total | 95 | 140.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fruge' Capital Advisors LLC
✚
|
MS | 141.2 M |
|
Storms & Rowdon Financial Services Inc
✚
|
FL | 141.2 M |
|
Greenberg Gary Louis
✚
|
MN | 141.1 M |
|
Mercurio & Associates Inc
✚
|
KY | 141.1 M |
|
Liberty Asset Management LLC
✚
|
PA | 141.0 M |
|
Stability Partners Advisory Group LLC
✚
|
TX | 140.9 M |
|
Wolverine Wealth Advisory Services Inc
✚
|
MI | 140.9 M |
|
Actitrust Wealth Management LLC
✚
|
FL | 140.5 M |
|
Steele Street Capital LLC
✚
|
ME | 140.5 M |
|
MWM Wealth Advisory LLC
✚
|
MN | 140.3 M |