# R. S. CRUM, INC.

R. S. CRUM, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 158621
- Type: SEC-registered investment adviser
- SEC file number: 801-72672
- Location: 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, NEWPORT BEACH, CA, 92660
- Phone: 949-428-9696
- Latest filing: 2026-03-23
- Regulatory AUM: $720.7M
- Discretionary AUM: $702.2M
- Non-discretionary AUM: $18.5M
- Clients: 9
- Accounts: 971

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Mark Kendall Rylance | CEO, TRUSTEE OF THE RYLANCE FAMILY TRUST DTD 9/29/2003 | — |
| Jon Robert Theriault | CFO, TRUSTEE OF THE THERIAULT FAMILY LIVING TRUST DTD 10/05/2007 | — |
| Daniel Eric Sexton | CCO (SINCE 2011), TRUSTEE OF DANIEL AND KRISTINA SEXTON FAMILY LIVING TRUST OF 2016 DTD 06/29/2016 (SINCE 2016) | — |
| Holly Jean Rylance | TRUSTEE OF THE RYLANCE FAMILY TRUST DTD 9/29/2003 | — |
| Kirsten Katherine Theriault | TRUSTEE OF THE THERIAULT FAMILY TRUST DTD 10/05/2007 | — |
| Kristina Lara Sexton | TRUSTEE OF DANIEL AND KRISTINA SEXTON FAMILY LIVING TRUST OF 2016 DTD 06/29/2016 | — |
| SEXTON DANIEL ERIC | CCO (SINCE 2011), TRUSTEE OF DANIEL AND KRISTINA SEXTON FAMILY LIVING TRUST OF 2016 DTD 06/29/2016 (SINCE 2016); CHIEF COMPLIANCE OFFICER | — |
| RYLANCE MARK KENDALL | CEO; CEO, TRUSTEE OF THE RYLANCE FAMILY TRUST DTD 9/29/2003 | — |
| THERIAULT JON ROBERT | CFO; CFO, TRUSTEE OF THE THERIAULT FAMILY LIVING TRUST DTD 10/05/2007 | — |
| RYLANCE HOLLY JEAN | TRUSTEE OF THE RYLANCE FAMILY TRUST DTD 9/29/2003 | — |
| THERIAULT KIRSTEN KATHERINE | TRUSTEE OF THE THERIAULT FAMILY TRUST DTD 10/05/2007 | — |
| SEXTON KRISTINA LARA | TRUSTEE OF DANIEL AND KRISTINA SEXTON FAMILY LIVING TRUST OF 2016 DTD 06/29/2016 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158621/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158621/similar
- Related entities: https://search.stillhousedata.com/firm/158621/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158621

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.