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RS CRUM INC.
R. S. CRUM, INC.
CRD 158621 · SEC 801-72672
4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, NEWPORT BEACH, CA, 92660, United States
Phone
949-428-9696
Fax
949-428-9680
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$720.7M
Discretionary AUM
$702.2M
Team
9 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $55.0M |
| High net worth individuals | 186 | $665.6M |
| Charitable organizations | 4 | $78K |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD