Rs Crum Inc.
Rs Crum Inc. is an SEC-registered wealth manager in Newport Beach, CA with $720.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Rs Crum Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158621, SEC 801-72672, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $720.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 9
- Clients
- 332
- CRD
- 158621
- Ownership
- THERIAULT, JON, ROBERT; DANIEL AND KRISTINA SEXTON FAMILY LIVING TRUST OF 2016 DTD 06/29/2016; RYLANCE, HOLLY, JEAN; THE THERIAULT FAMILY TRUST DTD 10/05/2007; THERIAULT, KIRSTEN, KATHERINE
How much AUM does Rs Crum Inc. have?
Rs Crum Inc. reported $720.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Rs Crum Inc.?
Disclosed owners and executives of Rs Crum Inc. include THERIAULT, JON, ROBERT, DANIEL AND KRISTINA SEXTON FAMILY LIVING TRUST OF 2016 DTD 06/29/2016, RYLANCE, HOLLY, JEAN, THE THERIAULT FAMILY TRUST DTD 10/05/2007, THERIAULT, KIRSTEN, KATHERINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.