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, formed in 2011, that serves individuals, families and a limited set of institutional clients. The firm offers financial planning and discretionary portfolio management tailored to individuals and small businesses, charging either a percentage of assets under management or fixed fees. RS Crum does not describe itself as an active ESG investor, is not multi-state registered, and does not act as a capital allocator. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020. Its business mix and public filings indicate a heavy reliance on pooled public funds and indexed solutions rather than proprietary or direct private-market programs.
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 9
Mark 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 46Active vs passive
$472M in ETFs
42%
$200M
58%
$273M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $97.7M | 1,254,488 | 20.69% |
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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