NEWPORT BEACH, CACRD 158621Latest ADV March 23, 2026
Rs Crum Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 23, 2026, reports $721M in regulatory assets under management, 9 employees, and 971 accounts.
Assets Under Management
$721M
Employees
9
Offices
--
Total Clients
332
Primary office
NEWPORT BEACH, CA
4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.0% of total clients.
Top client categories% of clientsClients
1
HNWI
56.0%
186
2
Individuals
42.8%
142
3
Charitable
1.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$721Mas of March 23, 2026
Discretionary97.4%
$702M
97% of total RAUM97.4%
Non-discretionary2.6%
$18M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$721M
Total Accounts971
10Y AUM Change+$337M (+87.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee37:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.