| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel and Kristina Sexton Family Living Trust of 2016 Dtd 06/29/2016 | Shareholder | 10-25% | 2016 |
| Daniel Eric Sexton Control | Cco (since 2011), Trustee Of Daniel And Kristina Sexton Family Living Trust Of 2016 Dtd 06/29/2016 (since 2016) | 10-25% | 2011 |
| Holly Jean Rylance | Trustee Of The Rylance Family Trust Dtd 9/29/2003 | 50-75% | 2011 |
R. S. Crum, Inc. reports $617 million in regulatory assets under management on its Form ADV.
R. S. Crum, Inc. reports 8 employees.
R. S. Crum, Inc. is based in Newport Beach, CA and has been SEC-registered since 2011.
R. S. Crum, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660 |
| Phone | 949-428-9696 |
| Fax | 949-428-9680 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $604.4M |
| Non-discretionary | $12.6M |
| Total (RAUM) | $617M |