RS CRUM INC.
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 158621
- Registered since
- July 15, 2011
- Website
- rscrum.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.35%
- Individuals7.63%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RS Crum Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm uses a fee model that includes percentage-of-AUM and fixed fees, and its investment approach favors pooled public funds — mutual funds and ETFs — alongside direct equity positions. Short-duration fixed-income exposure is prominent in the public portfolio, with the Vanguard Short Term Bond Index Fund standing as the largest single holding. RS Crum Inc. also allocates to third-party real estate vehicles as its primary alternative investment. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 9MARK RYLANCE
Financial AdvisorCRD 3029730
DOUGLAS JANKOWSKI
Director of Trading and Account ManagementCRD 2459889
John Christensen
Associate AdvisorCRD 7455228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$466M in ETFs
49%
$226M
51%
$240M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $93.5M | 1,192,235 | 20.08% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 4 Upper Newport Plz
- Time zone
- PT (UTC-8)
- Office locations
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