DRH INVESTMENTS, INC.
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 164945
- Registered since
- February 11, 2019
- Website
- drhinvestments.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.98%
- Pension & Profit Sharing Plans6.07%
- Other Investment Advisers2.43%
- Individuals0.39%
- Charitable Organizations0.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DRH Investments, Inc. is a privately owned corporate RIA that registered with the SEC in 2019. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses, and larger business or institutional accounts. Compensation comes primarily from a percentage-of-AUM fee schedule, with some arrangements that include performance-based fees. DRH does not identify as an ESG-focused investor and is not listed as a multi-state adviser or pension consultant. The firm reports that it does not operate as a capital allocator but does use third-party managers for certain alternative strategies. Custody is concentrated with a major custodian, indicating a centralized operational model rather than a network of custodial relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities61%
- US Government Bonds21%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds4%
- State & Local Bonds3%
Owners & executives
2 of 2DAVID HANSEN
President, Chief Investment OfficerCRD 5210273
JON WIEMAN
Chief Compliance OfficerCRD 6936458
Contacts
1 of 1SCOTT WOOD
Vice PresidentCRD 2424216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 141 Duesenberg Dr
- Time zone
- PT (UTC-8)
- Office locations
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