CROSS FINANCIAL STRATEGIES, LLC

CROSS FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser (CRD 301085). Regulatory assets under management: $31.5M.

Registration

• CRD: 301085
• Type: Registered investment adviser
• Phone: 469-481-6996
• Latest filing: 2026-03-06
• Regulatory AUM: $31.5M
• Discretionary AUM: $31.5M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301085 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search