Crossroads Capital Management LLC

Overview

Crossroads Capital Management LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs an equity-first investment approach, with a clear preference for exchange-traded equity exposures as the core of client portfolios. Its fee model combines a percentage of assets under management with hourly charges, which supports both ongoing portfolio oversight and project-based planning work. Portfolio construction appears centered on liquid public markets supplemented with targeted real estate allocations through third‑party managers. The firm reports discretionary management authority over its client assets, which points to an advisory workflow that emphasizes active portfolio implementation and rebalancing within client mandates. Crossroads is not positioned as an ESG specialist, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices