R. S. CRUM, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 158621). Regulatory assets under management: $720.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |