$720.7M Total AUM
$702.2M Disc. AUM
-- 3Y CAGR
9 Employees
337 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
4 Upper Newport Plaza Drive Suite 201 Newport Beach CA
About RS Crum Inc.
RS Crum is a fee-only, fiduciary financial planning and investment management firm in Newport Beach, CA, serving clients in Orange County and nationwide. The team helps households manage, grow, and protect assets through working years and retirement, pairing goal-based plans with ongoing portfolio management. Custody includes Schwab and Merrill Lynch. Established in 1976.
Team overview
51 AVG AGE
$180.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.7 yrs AVG TENURE
9 Employees
4 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
Available
Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
H
HOLLY JEAN RYLANCE
President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
MARK KENDALL RYLANCE
Financial Advisor, General Partner
- CRD
- #3029730
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 6 owners & executives
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J
John Mitchell Christensen
--
- CRD
- #7455228
Available
Available
Available
D
DOUGLAS ANTHONY JANKOWSKI
Director of Trading
- CRD
- #2459889
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $702,209,242 | $746,237 |
| Non-Discretionary | $18,469,224 | $615,641 |
| Total | $720,678,466 | $742,202 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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