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| Keyboard |
| R S Crum Inc
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|---|---|
| CRD # | 158621 |
| SEC # | 801-72672 |
| CIK # | |
| AUM | 720.7 M (2026-03-23) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 949-428-9696 |
| Address | 4 Upper Newport Plaza Drive Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 55.0 |
| (b) Individuals (high net worth individuals) | 186 | 665.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 971 | 720.7 |
| By Discretionary | ||
| Discretionary | 941 | 702.2 |
| Non-Discretionary | 30 | 18.5 |
| Total | 971 | 720.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 720.7 | |
| Total | 971 | 720.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 5 (1 non-US) |
| Serves | Retail |
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