Daniel Sexton
RS Crum · Newport Beach, California
Daniel Sexton is a fee-only financial advisor at RS Crum in Newport Beach, California, who holds the CFP credential. RS Crum reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RS Crum |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $720.7M across 971 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5314524 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.rscrum.com |
How Daniel's firm compares
- RS Crum's average account is about $742,000, from its Form ADV (assets managed divided by 971 accounts).
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Questions about Daniel
Is Daniel Sexton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and RS Crum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, RS Crum, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Sexton based?
Daniel Sexton is based in Newport Beach, California.
What credentials does Daniel Sexton hold?
Daniel Sexton holds the CFP credential.
Is Daniel Sexton registered with the SEC?
Yes. Daniel Sexton is registered as an investment adviser representative in CA (CRD 5314524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RS Crum manage?
RS Crum reports $720.7M across 971 accounts in assets under management.
How do I contact Daniel Sexton?
Through Daniel's website, www.rscrum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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