DRH INVESTMENTS, INC.

CRD 164945File 801-114702

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$191.0M

Bottom 25% of cohort (national)

Discretionary AUM

$191.0M

Clients

101

332 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Feb 11, 2019
Principal office: 141 DUESENBERG DRIVE, SUITE 15A, THOUSAND OAKS, CA, 91362
Phone: (310) 826-1740
Website: HTTP://WWW.DRHINVESTMENTS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $191.0M
Discretionary AUM: $191.0M
Non-discretionary AUM: $0
Discretionary accounts: 332
Non-discretionary accounts: 0
Total accounts: 332
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$253K
Other investment advisers	Fewer than 5	$4.6M
High net worth individuals	82	$173.7M
Pension and profit sharing plans	7	$11.6M
Individuals (other than high net worth individuals)	12	$743K

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.