Crossmarket Capital, LLC

RIASEC Registered

Total AUM

$22.3M

Discretionary

$7.2M

32% of AUM

Avg account

$159K

Accounts

140

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 168947
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI67.87%
Pension & Profit Sharing Plans21.35%
Individuals10.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crossmarket Capital, LLC is an independent, individual-owned registered investment adviser that manages portfolios for both private clients and institutional accounts. The firm offers financial planning and portfolio management services for individuals, small businesses, and larger institutions, and charges clients primarily by a percentage of assets under management with the option of hourly billing. In addition to advisory work, Crossmarket operates as a real estate broker and an insurance broker, indicating an ability to facilitate transactional services alongside ongoing investment advice. The firm does not describe itself as an active ESG investor and is not a multi-state adviser.