RIA Intel›Advisers›California›DRS FINANCIAL PARTNERS LLC

DRS FINANCIAL PARTNERS LLC

Advisory

CA

Data as of Jun 30, 2026 · Source: SEC Form ADV

Rank in CA

#4,778

of 5,480 advisers by AUM

Average account

$622K

across 12 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, HI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CURRY ASSET MANAGEMENT, LLC

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$7M

ALFRED CAPITAL MANAGEMENT, LLC

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