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 an independent registered investment adviser formed in 2019 and owned by an individual. The firm provides discretionary portfolio management to both individual and family clients and to institutional or business clients. Its advisory fees are charged as a percentage of assets under management and can include performance-based fees. DRH identifies primarily with equity investing and does not describe itself as an ESG-focused or multi-state adviser. DRH’s operating model appears focused on direct portfolio management rather than acting as a capital allocator; it manages accounts directly for individuals, small businesses, and larger institutions. Advisory activity centers on traditional portfolio management services rather than pension consulting or related-adviser arrangements.
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 1
Scott 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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