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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-22-2020
- Office Locations
- 1
Office Locations
About DRS Financial Partners LLC
DRS Financial Partners (The Equity Evolution) provides comprehensive financial planning for equity-compensated tech professionals, helping clients navigate option exercises and stock sales with a tax-efficient, risk-conscious approach grounded in education. The firm also supports investment planning and portfolio construction using public funds such as ETFs and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STANLEY KEN HIMENO-OKAMOTO
Chief Compliance Officer, FOUNDER, Partner
- CRD
- #6322601
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,463,094 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,463,094 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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