$191.0M Total AUM
$191.0M Disc. AUM
0.2% 3Y CAGR
4 Employees
101 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-2012
- Office Locations
- 1
Office Locations
141 Duesenberg Drive Suite 15A Thousand Oaks CA
About DRH Investments, Inc.
DRH Investments is an independent, SEC-registered RIA and investment manager based in Thousand Oaks, CA. The firm builds tax-efficient separate accounts for long-term investors, using a proprietary, objective due-diligence process focused on risk-adjusted results versus market indices. Strategies emphasize ETF-based allocation and fixed income, including U.S. government/agency bonds.
Team overview
53 AVG AGE
$95.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
11.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
DAVID R HANSEN
Advisor, President
- CRD
- #5210273
- Ownership
- 75% or more
Available
Available
Available
J
JON M WIEMAN
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,957,928 | $575,174 |
| Non-Discretionary | $0 | -- |
| Total | $190,957,928 | $575,174 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available Derivatives:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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