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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 typeClientsAUM
Other10$18.0M
Charitable organizations64$116.0M
High net worth individuals55$191.3M
Pooled investment vehicles21$30.3M
Banking or thrift institutions7$17.3M
Pension and profit sharing plans3$1.2M
Individuals (other than high net worth individuals)3,097$1.65B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.