DRC Investment Advisors, LLC

RIASEC RegisteredEst. 2025
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 that provides portfolio management services to businesses and other institutional clients. The firm is SEC-registered (2025) and operates as a limited liability company with domestic entity and individual ownership characteristics. Its primary revenue model is advisory fees charged as a percentage of assets under management. DRC does not identify as an active ESG investor, does not act as a capital allocator, and does not provide pension consulting or related-adviser services.

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
  • Spencer Tyson

    CRD 6389967

  • Corey Williams

    Managing PartnerCRD 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