R. S. Crum, Inc.
- Regulatory AUM
- $721M
- Discretionary
- $702M
- Clients
- 332
- Avg AUM / client
- $2.2M
- Accounts
- 971
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 142 | $55.0M | 7.63% |
| High net worth individuals | 186 | $666M | 92.4% |
| Charitable organizations | 4 | $78.1K | 0.01% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Eric Sexton | Cco (Since 2011), Trustee Of Daniel And Kristina Sexton Family Living Trust Of 2016 Dtd 06/29/2016 (Since 2016) | CFP | Jul 2011 (15y) | 10% – 25% |
| Jon Robert Theriault | Cfo, Trustee Of The Theriault Family Living Trust Dtd 10/05/2007 | CFP | Jul 2011 (15y) | 25% – 50% |
| Mark Kendall Rylance | Ceo, Trustee Of The Rylance Family Trust Dtd 9/29/2003 | CFP | Jul 2011 (15y) | 50% – 75% |
| Rylance, Holly, Jean | Trustee Of The Rylance Family Trust Dtd 9/29/2003 | Jul 2011 (15y) | 50% – 75% | |
| Theriault, Kirsten, Katherine | Trustee Of The Theriault Family Trust Dtd 10/05/2007 | Jul 2011 (15y) | 25% – 50% | |
| Sexton, Kristina, Lara | Trustee Of Daniel And Kristina Sexton Family Living Trust Of 2016 Dtd 06/29/2016 | Dec 2016 (10y) | 10% – 25% | |
| Eric M Papa | Registered representative | CFP | Jul 2024 (2y) | |
| Douglas Anthony Jankowski | Registered representative | Dec 2025 (1y) | ||
| John Mitchell Christensen | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Rylance Family Trust Dtd 9/29/2003 | Shareholder | Jul 2011 | A | 50% – 75% |
| The Theriault Family Trust Dtd 10/05/2007 | Shareholder | Jul 2011 | A | 25% – 50% |
| Daniel And Kristina Sexton Family Living Trust Of 2016 Dtd 06/29/2016 | Shareholder | Dec 2016 | A | 10% – 25% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $692M (96% of AUM) Mar 2026
- Fidelity Brokerage Services $4.9M (1% of AUM) Mar 2019
- The Vanguard Group, Inc. $4.7M (1% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗