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CROSSGRAIN FAMILY INVESTMENTS, LLC

· CRD 318373 · IAPD ↗ · 804-217-2561

$177.6MRegulatory AUM
2Advisory reps
2Employees
30Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — CROSSGRAIN FAMILY INVESTMENTS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2025 — CROSSGRAIN FAMILY INVESTMENTS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — CROSSGRAIN FAMILY INVESTMENTS, LLC now reports custody of client assets ($38.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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