DRC INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- SANTA MONICA, California
- CRD number
- 332680
- Registered since
- February 26, 2025
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies74.42%
- Other Investment Advisers25.58%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DRC Investment Advisors, LLC is an SEC-registered institutional adviser organized as a limited liability company. The firm focuses on portfolio management for businesses and institutional clients, operating under a percentage-of-AUM fee model. Regulatory filings identify the firm as not being a capital allocator and not an active ESG investor. Its classification is unclassified, and it is not registered as a multi-state adviser or a pension consultant. The firm lists real estate and private credit as its third-party alternative allocations, which signals a preference for yield and income-oriented, less-liquid strategies alongside core portfolio exposures. DRC runs a concentrated, relationship-driven business: the client base is small and institutional, and the advisory work appears tailored to the needs of a few large mandates rather than a broad retail audience. The firm became SEC-registered in 2025 and handles both discretionary and non-discretionary institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
2 of 2MARGARET LATHAM
CRD 2513401
COREY WILLIAMS
CRD 7978060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA MONICA, CA
LOS ANGELES
Location
SANTA MONICA, CA
Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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