# CROSS FINANCIAL ADVISORS, LLC

CROSS FINANCIAL ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 287686
- Type: SEC-registered investment adviser
- SEC file number: 801-110589
- Location: 11600 SW SHILO LANE, SUITE 100, PORTLAND, OR, 97225
- Phone: (503) 430-0563
- Latest filing: 2026-07-09
- Regulatory AUM: $481.8M
- Discretionary AUM: $481.8M
- Clients: 12
- Accounts: 2,907

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Mathew Dean Whiteaker | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; OWNER | — |
| Jay S Torgerson | ALTERNATIVE REGULATORY CONTACT; MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT; OWNER | — |
| WHITEAKER MATHEW DEAN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| TORGERSON JAY S | MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT | — |
| Jay S. Torgerson | ALTERNATIVE REGULATORY CONTACT; MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287686/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287686/similar
- Related entities: https://search.stillhousedata.com/firm/287686/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287686

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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.