R. S. CRUM, INC.

RS CRUM INC.
NEWPORT BEACH, California·3 registered advisors·CRD# 158621
SEC# 801-726720949-428-9696
01

Firm Overview

AUM
$586M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at R. S. CRUM, INC.

3 registered advisors
Daniel Eric Sexton
NEWPORT BEACH, California
Jon Robert Theriault
NEWPORT BEACH, California
Mark Kendall Rylance
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
3 advisors

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Data sourced from SEC Form ADV filings. R. S. CRUM, INC. (CRD# 158621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.