Crossroads Capital Management LLC

Overview

Crossroads Capital Management LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, with additional portfolio management for small business owners. The firm bills on a percentage-of-assets basis and also charges hourly fees for some services. Its advisory scope centers on financial planning and discretionary portfolio management rather than institutional or pension consulting. The firm is not identified as an active ESG investor and, per available data, operates under a single-state regulatory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives