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CROSS FINANCIAL ADVISORS

PORTLAND, OR · CRD 287686 · IAPD ↗ · crossfinancialmgmt.com · (503) 430-0563

$481.8MRegulatory AUM
11Advisory reps
12Employees
7Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — CROSS FINANCIAL ADVISORS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
August 2026 — CROSS FINANCIAL ADVISORS moved its main office from BEAVERTON, OR to PORTLAND, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2026 — CROSS FINANCIAL ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — CROSS FINANCIAL ADVISORS now reports custody of client assets ($48.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2025 — CROSS FINANCIAL ADVISORS notice-filed in IN, OH, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — CROSS FINANCIAL ADVISORS reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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