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RS CRUM INC.

NEWPORT BEACH, CA · CRD 158621 · IAPD ↗ · rscrum.com · 949-428-9696

$720.7MRegulatory AUM
4Advisory reps
9Employees
5Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — RS CRUM INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2024 — RS CRUM INC. shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.