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RS CRUM INC.
Legal name: R. S. CRUM, INC.
CRD 158621File 801-72672
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$720.7M
Above cohort median (national)
Discretionary AUM
$702.2M
Non-discretionary $18.5M
Clients
332
971 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 15, 2011
- Principal office
- 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, NEWPORT BEACH, CA, 92660
- Phone
- 949-428-9696
- Website
- HTTP://WWW.RSCRUM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $720.7M
- Discretionary AUM
- $702.2M
- Non-discretionary AUM
- $18.5M
- Discretionary accounts
- 941
- Non-discretionary accounts
- 30
- Total accounts
- 971
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $78K |
| High net worth individuals | 186 | $665.6M |
| Individuals (other than high net worth individuals) | 142 | $55.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.