Crossgen Wealth LLC

RIASEC RegisteredEst. 2025
Total AUM
$223M
Discretionary
$223M
100% of AUM
Avg account
$518K
Accounts
430
Employees
3
Advisory reps
2

Firm details

Headquarters
Greenville, North Carolina
CRD number
336270
Registered since
July 25, 2025
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI42.89%
  • Individuals26.78%
  • Corporations / Businesses22.71%
  • Insurance Companies7.21%
  • Pension & Profit Sharing Plans0.41%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Crossgen Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, and its owner structure is identified as an individual. Crossgen acts as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, third‑party manager selection, and educational workshops. Its fee model includes percentage‑of‑AUM arrangements alongside hourly and fixed fees. The firm is not an active ESG investor and is not designated as a multi‑state adviser in its filing. Crossgen maintains two office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Cash & Cash Equivalents 15%, State & Local Bonds 13%, Public Funds/Mutual Funds 12%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, Private Funds 1%50%
  • Exchange Traded Equities50%
  • Cash & Cash Equivalents15%
  • State & Local Bonds13%
  • Public Funds/Mutual Funds12%
  • US Government Bonds3%

Contacts

2 of 2
  • William Litchfield

    William Litchfield

    PrincipalCRD 4639672

  • Ashley Stockdale

    Ashley Stockdale

    Practice Business ManagerCRD 6897081

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenville, NC

Pitt

Location

Greenville, NC

Headquartered in Greenville, NC, anchoring the Greenville-Kinston-Washington, NC metro in the South.

Metro area
Greenville-Kinston-Washington, NC
Region
South
County
Pitt
Address
905 A Conference Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth