CROSSMARKET CAPITAL, LLC

Overview

Crossmarket Capital, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services to both individual and institutional clients. The firm is structured as a limited liability company and is owned by an individual. While it engages in real estate and insurance brokerage activities, its primary advisory services center around managing investment portfolios and offering financial planning solutions. The firm does not actively pursue environmental, social, and governance (ESG) investments and is not classified as a multi-state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices