DRC INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$391M
Discretionary
$198M
51% of AUM
Avg account
$65.2M
Accounts
6
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • MARGARET LATHAM

    CRD 2513401

  • COREY WILLIAMS

    CRD 7978060

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth