Cross Financial Advisors
Cross Financial Advisors is an SEC-registered mass-market adviser in Beaverton, OR with $481.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cross Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287686, SEC 801-110589, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $481.8M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Beaverton, OR
- Employees
- 12
- Clients
- 1,873
- CRD
- 287686
- Ownership
- WHITEAKER, MATHEW, DEAN; TORGERSON, JAY, S.; ZBS PARTNERS I LP; CRETE PROFESSIONALS ALLIANCE, LLC; CRETE PA PARENT, LLC
How much AUM does Cross Financial Advisors have?
Cross Financial Advisors reported $481.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Cross Financial Advisors?
Disclosed owners and executives of Cross Financial Advisors include WHITEAKER, MATHEW, DEAN, TORGERSON, JAY, S., ZBS PARTNERS I LP, CRETE PROFESSIONALS ALLIANCE, LLC, CRETE PA PARENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.