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WASHINGTON CROSSING ADVISORS LLC
CRD 281511File 801-108807
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.03B
Top 25% of cohort (national)
Discretionary AUM
$2.03B
Clients
3,257
3,257 accounts
Employees
10
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 4, 2017
- Principal office
- 305 MADISON AVENUE, SUITE 200, MORRISTOWN, NJ, 07960
- Phone
- 973-549-4052
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.03B
- Discretionary AUM
- $2.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,257
- Non-discretionary accounts
- 0
- Total accounts
- 3,257
- AUM per client
- $623K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $18.0M |
| Charitable organizations | 64 | $116.0M |
| High net worth individuals | 55 | $191.3M |
| Pooled investment vehicles | 21 | $30.3M |
| Banking or thrift institutions | 7 | $17.3M |
| Pension and profit sharing plans | 3 | $1.2M |
| Individuals (other than high net worth individuals) | 3,097 | $1.65B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

