CROSSOVER CAPITAL

Overview

Crossover Capital is an independent registered investment adviser that launched its SEC registration in 2023 and operates as a limited liability company under individual ownership. The firm serves primarily individual and family clients and acts as a capital allocator, combining traditional portfolio management and financial planning with insurance brokerage services. Advisory offerings include discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, as well as selection of other advisers, publication of client-facing materials and educational seminars. Investment activity is centered on pooled public mutual funds as the dominant building block for client portfolios, supplemented by selective allocations to third-party alternative managers. The firm uses a mixed fee model—percentage of AUM, fixed fees and performance-based arrangements—reflecting flexibility for different client relationships. Crossover Capital is not an active ESG investor and does not position itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices