Drh Investments, Inc.
- Regulatory AUM
- $191M
- Discretionary
- $191M
- Clients
- 101
- Avg AUM / client
- $1.9M
- Accounts
- 332
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 16 positions, $123,191,838)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc Com | COM | $21,465,630 | 30,299 | 17.4% | 11.2% |
| 2 | Alphabet Inc | CAP STK CL C | $16,552,396 | 57,702 | 13.4% | 8.67% |
| 3 | Csx Corp | COM | $12,390,696 | 301,844 | 10.1% | 6.49% |
| 4 | General Dynamics Corp | COM | $12,146,213 | 35,389 | 9.86% | 6.36% |
| 5 | Hershey Company Com Usd1.00 | COM | $12,138,281 | 58,388 | 9.85% | 6.36% |
| 6 | Union Pac Corp | COM | $9,670,348 | 39,858 | 7.85% | 5.06% |
| 7 | Disney Walt Co Com | COM | $8,191,433 | 84,991 | 6.65% | 4.29% |
| 8 | Ishares Tr | CALL | $8,058,183 | 7,387 | 6.54% | 4.22% |
| 9 | Chemed Corp New | COM | $7,881,545 | 20,865 | 6.4% | 4.13% |
| 10 | Wd 40 Co Com | COM | $7,546,596 | 37,004 | 6.13% | 3.95% |
| 11 | Airbnb Inc | COM CL A | $3,589,762 | 28,427 | 2.91% | 1.88% |
| 12 | Diageo Plc | SPON ADR NEW | $2,575,896 | 34,599 | 2.09% | 1.35% |
| 13 | Ishares Tr | CALL | $434,505 | 5,235 | 0.35% | 0.23% |
| 14 | Pinterest Inc | CALL | $313,020 | 564 | 0.25% | 0.16% |
| 15 | Paypal Hldgs Inc | CALL | $236,376 | 268 | 0.19% | 0.12% |
| 16 | Berkshire Hathaway Inc Del | CL B NEW | $958 | 2 | 0.0% | 0.0% |
Top 25 of 16 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $743K | 0.39% |
| High net worth individuals | 82 | $174M | 91.0% |
| Pension and profit sharing plans | 7 | $11.6M | 6.07% |
| Charitable organizations | Fewer than 5 clients | $253K | 0.13% |
| Other investment advisers | Fewer than 5 clients | $4.6M | 2.43% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David R Hansen | President | CFA | May 2006 (20y) | 75% or more |
| Scott J Wood | Vice President | May 2013 (13y) | Less than 5% | |
| Wieman, Jon, M | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $189M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗