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CROSSOVER CAPITAL

YARDLEY, PA · CRD 326625 · IAPD ↗ · 215-396-5580

$179.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
May 2026 — CROSSOVER CAPITAL notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — CROSSOVER CAPITAL reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
May 2024 — CROSSOVER CAPITAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — CROSSOVER CAPITAL changed its website from crosscapadvisers.com to crosscapadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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