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 has been SEC-registered since 2011 and is owned by a mix of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. RS Crum does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Daniel Sexton
Financial AdvisorCRD 5314524
Jon Theriault
Co-Owner & Financial AdvisorCRD 4297295
Eric Papa
Senior Associate AdvisorCRD 7208140
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
Similar firms
Westshore Wealth
RIANewport Beach, CA
Purus Wealth Management, LLC
RIANewport Beach, CA
Spectrum Asset Management Inc
RIANewport Beach, CA
Longtail Alpha, LLC
RIANewport Beach, CA
MIG Capital, LLC
RIANewport Beach, CA
Tarbox Family Office, Inc.
RIANewport Beach, CA