DBA: RS CRUM INC.
| Total AUM | $720.7M |
| Discretionary | $702.2M97% of AUM |
| Non-Discretionary | $18.5M |
| Client Accounts | 971 |
| Avg Account Size | $742K |
| Employees | 9 |
| Peak AUM | $720.7MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $721M | +16.8% | +10.9% | +5.4% | |
| Discretionary AUM | |||||
| Total AUM | $720.7M |
| Discretionary | $702.2M |
| Employees | 9 |
| Client Accounts | 971 |
| Client Range | 51-100 |
Address
4 UPPER NEWPORT PLAZA DRIVE
NEWPORT BEACH CA 92660
Phone
949-428-9696
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$702M
97.4% of AUM
Non-Discretionary
$18M
2.6% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
Custody
No related registrations reported
| +9.8% /yrover 15 yrs · 23 filings |
Total AUM
$721M
| $702M |
| +16.2% |
| +10.7% |
| +5.2% |
| Non-Disc. AUM | $18M | +46.5% | +20.1% | +10.7% |
| Total Accounts | 971 | +2.0% | +1.2% | +1.8% |
| Avg Account Size | $742,202.334 | +14.5% | +9.6% | +3.5% |
| Employees | 9 | +12.5% | 0.0% | 0.0% |
| AUM / Employee | $80M | +3.8% | +10.9% | +5.4% |
Client AUM Segments | |||||
| Wealth AUM | $721M | +16.8% | +11.0% | +5.4% | |
| Institutional AUM | $78,091 | — | 57.1% | 48.8% | |
Client Count Segments | |||||
| HNW Clients | 142 | 5.3% | 2.7% | +0.6% | |
| Institutional | 4 | — | — | — | — |
| Individuals | 186 | +10.1% | +7.4% | +4.7% | |