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WASHINGTON CROSSING ADVISORS LLC
CRD 281511File 801-108807
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,476 | 3,257 | decreased by219 |
| Apr 1, 2026 | AUM | $2,138,764,689 | $2,028,694,766 | decreased by$110,069,923 |
| Apr 1, 2026 | Accounts | 3,476 | 3,257 | decreased by219 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 10 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,060 | 3,476 | increased by416 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,102,807,005 | $2,138,764,689 | decreased by$964,042,316 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,060 | 3,476 | increased by416 |
| Apr 1, 2022 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2022 | Clients | 2,866 | 3,060 | increased by194 |
| Apr 1, 2022 | AUM | $3,054,510,544 | $3,102,807,005 | increased by$48,296,461 |
| Apr 1, 2022 | Accounts | 2,866 | 3,060 | increased by194 |
| 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 “WASHINGTON CROSSING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WASHINGTON CROSSING” 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.