CROSSOVER CAPITAL

Legal name: CROSSOVER CAPITAL BRANDS LLC

CRD 326625File 801-128013

APPROVED

Retail clients

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.5M

Bottom 25% of cohort (national)

Discretionary AUM

$161.2M

Non-discretionary $18.3M

Clients

458 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 23, 2023
Principal office: 113B FLORAL VALE BLVD, #3, YARDLEY, PA, 19067
Phone: 215-396-5580
Website: https://www.instagram.com/crossovercapital/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.5M
Discretionary AUM: $161.2M
Non-discretionary AUM: $18.3M
Discretionary accounts: 438
Non-discretionary accounts: 20
Total accounts: 458
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$564K
High net worth individuals	64	$171.5M
Individuals (other than high net worth individuals)	35	$7.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — FINANCIAL PLANNING AND CONSULTING
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
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 11

This 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.