{
  "crd_number": 158621,
  "slug": "rs-crum-inc-newport-beach-ca-158621",
  "primary_business_name": "RS CRUM INC.",
  "legal_name": "R. S. CRUM, INC.",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-07-15",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 720678466.0,
  "raum_discretionary": 702209242.0,
  "raum_non_discretionary": 18469224.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 78091.0,
      "count": 4
    },
    "individuals": {
      "raum": 55021080.0,
      "count": 142
    },
    "high_net_worth_individuals": {
      "raum": 665579295.0,
      "count": 186
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/rscruminc",
    "https://linkedin.com/COMPANY/RS-CRUM-INC",
    "https://rscrum.com",
    "https://youtube.com/channel/UCHhHiRL1n2I8PctjVoZjNpw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158621",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/rs-crum-inc-newport-beach-ca-158621",
  "display_name": "RS Crum Inc.",
  "summary": "RS Crum Inc. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. RS Crum Inc. (CRD 158621): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is RS Crum Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RS Crum Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is RS Crum Inc. located?",
      "a": "RS Crum Inc.'s principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is RS Crum Inc. registered with the SEC or a state?",
      "a": "RS Crum Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158621."
    },
    {
      "q": "How much does RS Crum Inc. manage?",
      "a": "RS Crum Inc. reports $720,678,466 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (97% discretionary)."
    },
    {
      "q": "How have RS Crum Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for RS Crum Inc.: Regulatory assets under management: $554,960,902 in the October 2021 data and $720,678,466 in the October 2026 data, up 30%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RS Crum Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (186); individuals (other than high net worth individuals) (142); charitable organizations (4)."
    },
    {
      "q": "Which custodians does RS Crum Inc. use?",
      "a": "RS Crum Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RS Crum Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158621"
    },
    {
      "q": "What changed in RS Crum Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $616,982,377 to $720,678,466 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 554960902.0,
      "total_employees": 9,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 617098631.0,
      "total_employees": 9,
      "filing_date": "2022-06-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 528001532.0,
      "total_employees": 9,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 586160379.0,
      "total_employees": 7,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 616982377.0,
      "total_employees": 8,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 720678466.0,
      "total_employees": 9,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $616,982,377 to $720,678,466 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rs-crum-inc-newport-beach-ca-158621.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 142,
      "fewer_than_5": false,
      "raum": 55021080.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 186,
      "fewer_than_5": false,
      "raum": 665579295.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 78091.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158621",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}