Overview
Assets Under Management: $150 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
CROSSOVER CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326625), CROSSOVER CAPITAL is subject to fiduciary duty under federal law.
CROSSOVER CAPITAL is headquartered in YARDLEY, PA.
CROSSOVER CAPITAL serves 59 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, CROSSOVER CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CROSSOVER CAPITAL manages $150 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, CROSSOVER CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 323
Discretionary Accounts: 302
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 326625
Filing ID: 2037610
Last Filing Date: 2026-01-06 09:29:56