THOUSAND OAKS, CACRD 164945Latest ADV March 30, 2026
Drh Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated March 30, 2026, reports $191M in regulatory assets under management, 4 employees, and 332 accounts.
Assets Under Management
$191M
Employees
4
Offices
--
Total Clients
101
Primary office
THOUSAND OAKS, CA
141 DUESENBERG DRIVE, SUITE 15A, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.2% of total clients.
Top client categories% of clientsClients
1
HNWI
81.2%
82
2
Individuals
11.9%
12
3
Pension Plans
6.9%
7
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of March 30, 2026
Discretionary100.0%
$191M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$191M
Total Accounts332
10Y AUM Change+$64M (+50.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee25:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.