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 operating as a corporation and owned by a combination of a domestic entity and an individual. The firm is registered with the SEC (registered in 2011) and serves both individual and family clients as well as institutional accounts. Its client work emphasizes financial planning and discretionary portfolio management for individuals and small businesses. RS Crum charges a blend of asset-based fees and fixed fees, and the firm does not present itself as a capital allocator or an ESG-focused investor. An industry recognition cited for the firm is inclusion on FA Magazine’s Top RIA Firms list 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$473M 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 | $96.8M | 1,266,915 | 20.47% |
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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