Drc Investment Advisors, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 332680
· SEC file 801-132041
· Santa Monica, CA
· www.debtreservecapital.com
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ADV data as of Jul 08, 2026
- Regulatory AUM
- $446M
- Discretionary
- $228M
- Clients
- 6
- Avg AUM / client
- $74.3M
- Accounts
- 6
- Employees
- 4
AUM over time
$391M
$446M
Mar 13, 2025
Jul 8, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 2 | $100M | 22.4% |
| Insurance companies | 4 | $346M | 77.6% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 850 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
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗