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MCA CROSS BORDER ADVISORS INC.
CRD 168125File 801-78394
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$31.1M
Bottom 25% of cohort (national)
Discretionary AUM
$31.1M
Clients
39
69 accounts
Employees
24
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 2, 2013
- Principal office
- 625 PRESIDENT KENNEDY, SUITE 903, MONTREAL, H3A 1K2
- Phone
- 514-940-8066
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.1M
- Discretionary AUM
- $31.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 69
- Non-discretionary accounts
- 0
- Total accounts
- 69
- AUM per client
- $797K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $24.0M |
| Individuals (other than high net worth individuals) | 18 | $7.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 24 | increased by4 |
| Apr 1, 2026 | Clients | 19 | 39 | increased by20 |
| Apr 1, 2026 | AUM | $14,788,015 | $31,097,135 | increased by$16,309,120 |
| Apr 1, 2026 | Accounts | 51 | 69 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 20 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 19 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,492,804 | $14,788,015 | increased by$9,295,211 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 51 | increased by38 |
| Apr 1, 2022 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2022 | Clients | 5 | 7 | increased by2 |
| Apr 1, 2022 | AUM | $4,118,892 | $5,492,804 | increased by$1,373,912 |
| Apr 1, 2022 | Accounts | 10 | 13 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCA CROSS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCA CROSS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.