CROSS FINANCIAL ADVISORS

Overview

Cross Financial Advisors is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Founded as an LLC and registered with the SEC in 2017, the firm delivers fee-based advice through a mix of percentage‑of‑AUM billing, hourly work and fixed fees. The practice concentrates client assets in professionally managed public funds and mutual funds rather than running pooled in‑house products; it is not structured as a capital allocator. Cross Financial Advisors does not identify as an active ESG investor and does not position itself as a multi‑state adviser. Investment activity centers on discretionary management and customized planning engagements. The firm works with both individual/family and institutional clients and uses third‑party managers and retail fund vehicles to implement core portfolio exposures, supplementing those with select private market and hedge strategies where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices