Rs Crum, Inc. (Newport Beach)

Rs Crum, Inc. is a large advisory firm based in Newport Beach. It manages $198.1 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.

Rs Crum provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rs Crum: assets under management

The assets under management (AUM) of Rs Crum, Inc. is $198.1 million. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $197.6 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rs Crum, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rs Crum, Inc.

Rs Crum, Inc. is owned by Richard Scott Crum. Daniel Eric Sexton joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Scott Crum	Owner	1 Jul 1981	75% - 100%	4340188
Richard Scott Crum	Chief compliance officer	1 Sep 2005	75% - 100%	4340188
Daniel Eric Sexton	Ceo	1 Jan 2007	Other	5314524
Charles David Cencibaugh	Cfo	1 Jan 2007	Other	5314525

Based in Newport Beach

The principal office where Rs Crum, Inc. performs its advisory services is located at 4 Upper Newport Plaza Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.