DRH Investments, Inc.

RIASEC RegisteredEst. 2019
Total AUM
$191M
Discretionary
$191M
100% of AUM
Avg account
$575K
Accounts
332
Employees
4
Advisory reps
3

Firm details

Headquarters
Westlake Village, California
CRD number
164945
Registered since
February 11, 2019
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, US Government Bonds 21%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 4%, State & Local Bonds 3%, Derivatives 2%, Investment Grade Corp Bonds 1%61%
  • Exchange Traded Equities61%
  • US Government Bonds21%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds4%
  • State & Local Bonds3%

Owners & executives

2 of 2
  • David Hansen

    President, Chief Investment OfficerCRD 5210273

  • Jon Wieman

    Jon Wieman

    Chief Compliance OfficerCRD 6936458

Contacts

1 of 1
  • Scott Wood

    Scott Wood

    Vice PresidentCRD 2424216

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth