← Tributary

MCA CROSS BORDER ADVISORS INC.

MONTREAL, Canada · CRD 168125 · IAPD ↗ · 514-940-8066

$31.1MRegulatory AUM
2Advisory reps
24Employees
166Clients
101-250Planning clients
0Private funds
5States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2026 — MCA CROSS BORDER ADVISORS INC. added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2026 — MCA CROSS BORDER ADVISORS INC. reported RAUM up 110% ($14.8M -> $31.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
14
December 2025 — MCA CROSS BORDER ADVISORS INC. notice-filed in AZ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
April 2025 — MCA CROSS BORDER ADVISORS INC. added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
20
July 2024 — MCA CROSS BORDER ADVISORS INC. added office(s): 2 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.