CROSS FINANCIAL ADVISORS

Legal name: CROSS FINANCIAL ADVISORS, LLC

CRD 287686File 801-110589

APPROVED

Retail clients

Custody

Filing as of Sep 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$481.8M

Above cohort median (national)

Discretionary AUM

$481.8M

Clients

1,873

2,907 accounts

Employees

Above cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 22, 2017
Principal office: 11600 SW SHILO LANE, SUITE 100, PORTLAND, OR, 97225
Phone: (503) 430-0563
Website: HTTP://WWW.CROSSFINANCIALMGMT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $481.8M
Discretionary AUM: $481.8M
Non-discretionary AUM: $0
Discretionary accounts: 2,907
Non-discretionary accounts: 0
Total accounts: 2,907
AUM per client: $257K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$7.7M
Charitable organizations	11	$2.4M
High net worth individuals	548	$304.4M
Pension and profit sharing plans	17	$3.7M
Individuals (other than high net worth individuals)	1,283	$163.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
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

Date	Field	From	To	Change
Apr 1, 2026	Employees	13	12	decreased by1
Apr 1, 2026	Custody	No	Yes
Apr 1, 2026	Clients	1,932	1,873	decreased by59
Apr 1, 2026	AUM	$418,897,353	$481,819,342	increased by$62,921,989
Apr 1, 2026	Accounts	2,966	2,907	decreased by59
Jan 1, 2026	Employees	14	13	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	17	14	decreased by3
May 1, 2025 vs Oct 1, 2022	Clients	1,168	1,932	increased by764
May 1, 2025 vs Oct 1, 2022	AUM	$339,791,825	$418,897,353	increased by$79,105,528
May 1, 2025 vs Oct 1, 2022	Accounts	2,295	2,966	increased by671
Jul 1, 2022	Employees	16	17	increased by1
Apr 1, 2022	Clients	1,044	1,168	increased by124
Apr 1, 2022	AUM	$258,051,473	$339,791,825	increased by$81,740,352
Apr 1, 2022	Accounts	1,933	2,295	increased by362
Mar 1, 2022	Employees	15	16	increased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CROSS FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSS FINANCIAL” 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.