Crossroads Advisor Network LLC

Overview

Crossroads Advisor Network LLC is a small, recently registered SEC adviser that combines advisory services with broker-dealer and accounting activities. The firm focuses on working with individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutions, as well as pension consulting services. Its fee model includes both a percentage-of-AUM component and fixed-fee arrangements, reflecting flexibility in serving clients with different needs. Investment activity is limited in scale and currently oriented toward pooled vehicles and non-standard holdings. The firm is not an active ESG investor, does not operate as a capital allocator to external alternative managers, and is not registered as a multi-state adviser. The combination of brokerage and accounting capabilities suggests Crossroads Advisor Network LLC can provide execution and reporting alongside traditional advisory work, while keeping the advisory book small and focused.

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Location & Offices