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Drc Investment Advisors, LLC

● SEC registered since 2025CRD 332680SEC# 801-132041Santa Monica, CA
Export (members)
Reg. AUM
$433M
Employees
4
Accounts
7
Location
Santa Monica, CA

Drc Investment Advisors, LLC assets under management

Drc Investment Advisors, LLC is an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2025. It reports $433 million in regulatory assets under management and employs 4 people.

Drc Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Corey Lanier Williams ControlChief Compliance Officer Chief Executive OfficerUnder 5%2024
Debt Reserve Capital LLC ControlControlling EntityOver 75%2024
Margaret Maffei Latham ControlHead Of Asset And Portfolio ManagementUnder 5%2023
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Frequently asked questions

How much does Drc Investment Advisors, LLC manage?

Drc Investment Advisors, LLC reports $433 million in regulatory assets under management on its Form ADV.

How many employees does Drc Investment Advisors, LLC have?

Drc Investment Advisors, LLC reports 4 employees.

Where is Drc Investment Advisors, LLC located?

Drc Investment Advisors, LLC is based in Santa Monica, CA and has been SEC-registered since 2025.

Does Drc Investment Advisors, LLC disclose fund performance?

Drc Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address429 Santa Monica Blvd, Suite 200, Santa Monica, CA 90401
Phone901-598-4763
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210M
Non-discretionary$223M
Total (RAUM)$433M