Updated:
RS Crum
RS Crum is a multi family office based in Newport Beach, founded 1976; the Altss profile covers its classification, headquarters, registration, AUM band, and...
Overview
Wealth Management Experts: Investments, Personal Financial Planning, Sudden Life Changes. Fee-Only Approach - See How You Benefit.
General information
Firm type
Multi Family Office
Year founded
1976
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Frequently asked questions
Is RS Crum a single family office or a multi-client advisory firm?
RS Crum is a multi-client wealth-management firm, not a dedicated single family office. It serves multiple families, primarily in Orange County and across the United States, by delivering financial planning and investment management. The firm's fee-only structure means it does not earn commissions from third-party products.
How does RS Crum charge for its services?
RS Crum states it operates on a fee-only basis. Its only source of compensation comes from fees paid directly by clients. It explicitly does not accept commissions, referral fees, or any other compensation from third parties for recommending investment products.
Where does RS Crum source its client base?
The firm's public materials indicate it serves clients in Orange County, surrounding areas, and across the country. It does not publish a client count or describe a specific sourcing channel. The firm offers a complimentary introductory consultation to prospective clients.
Does RS Crum manage proprietary investment funds?
RS Crum does not disclose managing proprietary funds. It describes its investment services as constructing and adjusting investment strategies for individual clients, without referencing in-house fund vehicles, private placements, or commingled structures.
Who makes investment decisions at RS Crum?
RS Crum has not publicly named a chief investment officer, investment committee, or individual portfolio manager with decision-making authority. The firm refers broadly to a highly experienced team assembled over the years to deliver a personalized wealth-management experience.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research RS Crum in Altss
Explore available research and relationship coverage for this adviser in Altss.