DRC Investment Advisors, LLC

RIASEC Registered
Total AUM
$446M
Discretionary
$228M
51% of AUM
Avg account
$74.3M
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 Companies77.58%
  • Other Investment Advisers22.42%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DRC Investment Advisors, LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2025) and provides portfolio management services tailored to businesses and other institutional clients. Its fee model is a percentage of assets under management. Ownership is reported as a mix of a domestic entity and an individual. The adviser does not identify as an active ESG investor, is not a pension consultant, and is not designated as a multi-state or related adviser.

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%

Owners & executives

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth