SANTA MONICA, CACRD 332680Latest ADV January 13, 2026
Drc Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated January 13, 2026, reports $391M in regulatory assets under management, 4 employees, and 6 accounts.
Assets Under Management
$391M
Employees
4
Offices
--
Total Clients
6
Primary office
SANTA MONICA, CA
429 SANTA MONICA BLVD, SUITE 200, SANTA MONICA, CA, United States
Top client segmentInsurance Cos. represent 66.7% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
66.7%
4
2
Other Advisers
33.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of January 13, 2026
Discretionary50.6%
$198M
51% of total RAUM50.6%
Non-discretionary49.4%
$193M
49% of total RAUM49.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts6
10Y AUM Change$-42M (-9.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
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.