CROSSROADS CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
288241

Firm profile

FINTRX

Overview

Crossroads Capital, LLC is an individually owned limited liability company that registers as an unclassified advisory entity. Public disclosures about the firm's client base and day-to-day advisory activities are minimal. The firm does not self-identify as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser or pension consultant. Regulatory-registration timing is not reported in the available data. The limited public footprint and the ownership structure suggest a small, privately controlled advisory operation that concentrates activity into a narrow set of products rather than broad retail advisory services.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • COLE LYSAUGHT

    Chief Executive OfficerCRD 5590325

  • JUSTIN WEISS

    Chief Operating OfficerCRD 3270922

Contacts

2 of 2
  • EDWARD O'CONNOR

    ManagerCRD 4828450

  • Jeffrey Mear

    MemberCRD 7452614

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
5440 W 110th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth