R. S. Crum, Inc.
● SEC registered since 2011CRD 158621SEC# 801-72672Newport Beach, CA
Reg. AUM
$720.7M
Employees
9
Accounts
971
Location
Newport Beach, CA
R. S. Crum, Inc. assets under management
R. S. Crum, Inc. is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2011. It reports $720.7 million in regulatory assets under management and employs 9 people.
R. S. Crum, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel and Kristina Sexton Family Living Trust of 2016 Dtd 06/29/2016 | Shareholder | 10-25% | 2016 |
| Daniel Eric Sexton Control | Cco (since 2011), Trustee Of Daniel And Kristina Sexton Family Living Trust Of 2016 Dtd 06/29/2016 (since 2016) | 10-25% | 2011 |
| Holly Jean Rylance | Trustee Of The Rylance Family Trust Dtd 9/29/2003 | 50-75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does R. S. Crum, Inc. manage?
R. S. Crum, Inc. reports $720.7 million in regulatory assets under management on its Form ADV.
How many employees does R. S. Crum, Inc. have?
R. S. Crum, Inc. reports 9 employees.
Where is R. S. Crum, Inc. located?
R. S. Crum, Inc. is based in Newport Beach, CA and has been SEC-registered since 2011.
Does R. S. Crum, Inc. disclose fund performance?
R. S. Crum, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660 |
| Phone | 949-428-9696 |
| Fax | 949-428-9680 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$720.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$720.7Mregulatory AUM
Discretionary $702.2MNon-discretionary $18.5M