R. S. CRUM, INC.
Legal name: RS CRUM INC.
CRD #158621 SEC #801-72672 NEWPORT BEACH, CA 949-428-9696
SEC Registered
Total AUM
$617M
Discretionary
$604.4M
Employees
8
Clients
51
Accounts
952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $617M | $604.4M | $12.6M | 8 | 5 |
| Mar 2024 | $586.2M | $574.8M | $11.4M | 7 | 5 |
| Oct 2023 | $528M | $517.3M | $10.7M | 9 | 5 |
| Jun 2023 | $528M | $517.3M | $10.7M | 9 | 5 |
| Mar 2023 | $528M | $517.3M | $10.7M | 9 | 5 |
| Jun 2022 | $617.1M | $603.5M | $13.6M | 9 | 5 |
| Mar 2022 | $617.1M | $603.5M | $13.6M | 9 | 5 |
| Mar 2021 | $555M | $543.8M | $11.1M | 9 | 5 |
| Nov 2020 | $507.5M | $491.9M | $15.6M | 8 | 5 |
| Sep 2020 | $507.5M | $491.9M | $15.6M | 8 | 5 |
| Jun 2020 | $507.5M | $491.9M | $15.6M | 8 | 5 |
| Mar 2020 | $507.5M | $491.9M | $15.6M | 8 | 5 |
| Mar 2019 | $444.6M | $434.5M | $10M | 8 | 5 |
| Mar 2018 | $451.1M | $439.2M | $11.9M | 8 | 5 |
| Mar 2017 | $384.1M | $384.1M | $0 | 8 | 200 |
| Jul 2016 | $358M | $358M | $0 | 9 | 200 |
| Mar 2016 | $358M | $358M | $0 | 9 | 200 |
| Mar 2015 | $368M | $368M | $0 | 8 | 200 |
| Mar 2014 | $349M | $348.4M | $557.1K | 6 | 200 |
| Mar 2013 | $207.6M | $207.1M | $520K | 5 | 100 |
| Mar 2012 | $189.1M | $188.6M | $509.2K | 6 | 135 |
| Aug 2011 | $185.2M | $184.7M | $500K | 10 | -- |
DateMar 2025
Total AUM$617M
Discretionary$604.4M
Non-Disc.$12.6M
Employees8
Clients5
DateMar 2024
Total AUM$586.2M
Discretionary$574.8M
Non-Disc.$11.4M
Employees7
Clients5
DateOct 2023
Total AUM$528M
Discretionary$517.3M
Non-Disc.$10.7M
Employees9
Clients5
DateJun 2023
Total AUM$528M
Discretionary$517.3M
Non-Disc.$10.7M
Employees9
Clients5
DateMar 2023
Total AUM$528M
Discretionary$517.3M
Non-Disc.$10.7M
Employees9
Clients5
DateJun 2022
Total AUM$617.1M
Discretionary$603.5M
Non-Disc.$13.6M
Employees9
Clients5
DateMar 2022
Total AUM$617.1M
Discretionary$603.5M
Non-Disc.$13.6M
Employees9
Clients5
DateMar 2021
Total AUM$555M
Discretionary$543.8M
Non-Disc.$11.1M
Employees9
Clients5
DateNov 2020
Total AUM$507.5M
Discretionary$491.9M
Non-Disc.$15.6M
Employees8
Clients5
DateSep 2020
Total AUM$507.5M
Discretionary$491.9M
Non-Disc.$15.6M
Employees8
Clients5
DateJun 2020
Total AUM$507.5M
Discretionary$491.9M
Non-Disc.$15.6M
Employees8
Clients5
DateMar 2020
Total AUM$507.5M
Discretionary$491.9M
Non-Disc.$15.6M
Employees8
Clients5
DateMar 2019
Total AUM$444.6M
Discretionary$434.5M
Non-Disc.$10M
Employees8
Clients5
DateMar 2018
Total AUM$451.1M
Discretionary$439.2M
Non-Disc.$11.9M
Employees8
Clients5
DateMar 2017
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees8
Clients200
DateJul 2016
Total AUM$358M
Discretionary$358M
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$358M
Discretionary$358M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$349M
Discretionary$348.4M
Non-Disc.$557.1K
Employees6
Clients200
DateMar 2013
Total AUM$207.6M
Discretionary$207.1M
Non-Disc.$520K
Employees5
Clients100
DateMar 2012
Total AUM$189.1M
Discretionary$188.6M
Non-Disc.$509.2K
Employees6
Clients135
DateAug 2011
Total AUM$185.2M
Discretionary$184.7M
Non-Disc.$500K
Employees10
Clients--