Crossover Capital

RIASEC RegisteredEst. 2023

Total AUM

$179M

Discretionary

$161M

90% of AUM

Avg account

$392K

Accounts

458

Employees

Advisory reps

Firm details

Headquarters: Yardley, Pennsylvania
CRD number: 326625
Registered since: May 23, 2023
Website: crosscapadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI95.56%
Individuals4.12%
Corporations / Businesses0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Crossover Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm operates as a capital allocator for individual and family clients and also conducts insurance brokerage. Its fee arrangements include a percentage of AUM, fixed fees, performance-based fees and other fee structures. Service capabilities listed by the firm include comprehensive financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and investor education through published material and seminars. Crossover Capital is not an active ESG investor according to its disclosures and does not identify as a multi-state adviser or as a pension consultant. The firm reports an individual owner structure and indicates it performs both discretionary and non-discretionary portfolio management.