# DLK Investment Management

DLK Investment Management is a Bank / Wealth / Trust based in Solana Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Solana Beach, United States
- **Region:** North America
- **Address:** Solana Beach, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** dlkinvest.com
- **LinkedIn:** https://www.linkedin.com/company/dlk-investment-management

## Regulatory record

- **CRD number:** 149096
- **SEC file number:** 801-69825
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149096

## About

A Disciplined Pursuit of Quality | An independent registered investment advisory firm located in San Diego, California. DLK was created for the sole purpose of preserving and building wealth through customized investment portfolios for individuals and foundations. With over 70 years of combined financial service experience, the principals have an established track record of providing sound investment advice through multiple market cycles.

## Questions

### How does DLK Investment Management charge for its services?

The firm operates as a fee-only fiduciary. Client fees are structured as a percentage of assets under management, with no commission-based compensation from product sales. This is standard for registered investment advisors and aligns with a fiduciary obligation to place client interests ahead of any revenue incentive.

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Last updated: 2026-06-03T20:00:00.000Z

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