Crossgrain Family Investments, LLC

RIASEC RegisteredEst. 2022

Total AUM

$178M

Discretionary

$178M

100% of AUM

Avg account

$807K

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 318373
Registered since: February 3, 2022
Website: www.crossgrainfi.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.15%
Corporations / Businesses24.17%
Individuals2.46%
Charitable Organizations2.21%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Crossgrain Family Investments, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional investors, operating under an owner-type classified as individual. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily fee-based, using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.