Investment adviser · CRD 287686
CROSS FINANCIAL ADVISORS
Investment adviser filing (IA)
CROSS FINANCIAL ADVISORS, LLC
PORTLAND, OR, United States · Form ADV filed Sep 27, 2026
- Regulatory AUM
- $482M Form ADV · Item 5.F
- Client accounts
- 2,907 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 548 | $304,356,480 | 63.2% |
| Individuals | 1,283 | $163,617,754 | 34.0% |
| Corporations & businesses | 14 | $7,713,275 | 1.6% |
| Retirement plans | 17 | $3,707,072 | 0.8% |
| Charities | 11 | $2,424,761 | 0.5% |
Filing source
Form ADV 2133047 · Sep 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11600 SW SHILO LANE, SUITE 100PORTLAND, OR, 97225, United States
CRD 287686
Filing source
Form ADV 2133047 · Sep 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.