# CROSS FINANCIAL SERVICES CORPORATION

CROSS FINANCIAL SERVICES CORPORATION of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114152
- Type: SEC-registered investment adviser
- SEC file number: 801-67917
- Location: 14607 SAN PEDRO, SUITE 190, SAN ANTONIO, TX, 78232
- Phone: 210-821-6499
- Latest filing: 2012-03-28
- Regulatory AUM: $56.5M
- Discretionary AUM: $52.1M
- Non-discretionary AUM: $4.4M
- Clients: 1
- Accounts: 115

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| WARE DAVID EDWARD | CHIEF INVESTMENT OFFICER | — |
| BELL MATTHEW MOODY | PRINCIPAL | — |
| FRANCIS KIRK WARREN | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | — |
| MARTINEZ LISALAMAR ZUNIGA | VICE PRESIDENT/CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114152/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114152/similar
- Related entities: https://search.stillhousedata.com/firm/114152/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114152

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.