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Trustee of the Theriault Family Trust DTD 10/05/2007 · RS Crum Inc.

Kirsten K. Theriault

CRD 6765085 · Named on Form ADV at one SEC-registered adviser

At a glance

RS Crum Inc., an SEC-registered wealth manager based in Newport Beach, CA with $721 million in regulatory assets, lists Kirsten K. Theriault on its Form ADV as Trustee of the Theriault Family Trust DTD 10/05/2007.

Firms and roles

  • RS Crum Inc.Trustee of the Theriault Family Trust DTD 10/05/2007Wealth manager · Newport Beach, CA · $721M in regulatory assets

AtlasMembers

Kirsten’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark K. RylanceCEO, Trustee of the Rylance Family Trust DTD 9/29/2003, RS Crum Inc.
  • Jon R. TheriaultCFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007, RS Crum Inc.
  • Daniel E. SextonCCO (since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (since 2016), RS Crum Inc.
  • Holly J. RylanceTrustee of the Rylance Family Trust DTD 9/29/2003, RS Crum Inc.
  • Kristina L. SextonTrustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016, RS Crum Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kirsten’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.