RIA Intelligence

DRC INVESTMENT ADVISORS, LLC

CRD #332680 SEC #801-132041 SANTA MONICA, CA 901-598-4763
SEC Registered
Total AUM
$433M
Discretionary
$210M
Employees
4
Clients
--
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LATHAM, MARGARET, MAFFEIIHEAD OF ASSET AND PORTFOLIO MANAGEMENTNA Control
LATHAM, MARGARET, MAFFEIIHEAD OF ASSET AND PORTFOLIO MANAGEMENTNA Control
WILLIAMS, COREY, LANIERICHIEF COMPLIANCE OFFICER CHIEF EXECUTIVE OFFICERNA Control
WILLIAMS, COREY, LANIERICHIEF COMPLIANCE OFFICER CHIEF EXECUTIVE OFFICERNA Control
DEBT RESERVE CAPITAL LLCDECONTROLLING ENTITYE Control
DEBT RESERVE CAPITAL LLCDECONTROLLING ENTITYE Control

Registrations

Federal

IA
Mar 13, 2025 REGISTERED

Notice Filings (1)

CA

Address

429 SANTA MONICA BLVD, SUITE 200
SANTA MONICA, CA 90401
United States
Phone: 901-598-4763