CrossGrain Family Investments, LLC

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Client assets under management

$130,723,003

Clients

77% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,867,471

About

CrossGrainFI Family Investments, LLC is an SEC-registered, fee-only concierge family wealth advisor that provides financial planning, investment management, and tax strategy services to high-net-worth individuals and families. The firm manages individually tailored portfolios and offers advice on incorporating existing holdings into an overall investment plan.

The firm combines active and passive management and uses asset-allocation frameworks alongside technical and cyclical analysis and mutual fund/ETF manager evaluation to align portfolios with client objectives and tax considerations. CrossGrainFI also advises accredited and qualified clients on private investment opportunities—including private real estate and private equity—and works to integrate those holdings into clients’ broader strategies while leaving final investment decisions with the client.

CrossGrainFI operates with a small advisory team supervising a concentrated client base and a substantial amount of assets under management, reflecting a high-touch, family-oriented model. Noteworthy distinctions include its explicit focus on co-investment and private-placement advisory for qualified investors, a fee-only compensation model without third-party product commissions, and a practice in which clients retain responsibility for proxy voting.

Client services

Financial planning Portfolio management Pension consulting Co - investment management

Expertise

Private / alternative investments Real estate investing Wealth management

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

Other

Account minimum: $3,000,000 for investment management services, $500,000 for co-investment services Minimum fee: $10,000 per year ($2,500 per quarter) minimum fee for Investment Management Services, may be waived or reduced at advisor's discretion Fee-only: Fee-only firm, compensated solely by clients, no commissions or sales-related compensation

Main office location

CrossGrain Family Investments, LLC

Henrico VA, United States

Number of offices

Most active in

Ohio · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 804-217-2561

Advisors at this firm

Jeffrey M

CFP®, Series 63

Henrico, VA

CrossGrain Family Investments, LLC

Jeffrey Mussatt is a CFP® professional with 16 years of industry experience, currently serving at CrossGrain Family Investments, LLC since 2021. His prior experience includes roles at Kimble Advisory, LLC and Joycepayne Partners, P.C. He is the managing member of multiple ventures including E9 Ventures, LLC, SRA Investco LLC, and Around the Green, LLC. CrossGrain Family Investments, LLC is a fee-only, SEC-registered family wealth advisor focusing on high-net-worth individuals and families. The firm offers tailored financial planning, investment management, and tax strategy services, combining active and passive management and advising on private investment opportunities while emphasizing a high-touch, family-oriented approach.

Private / alternative investments Real estate investing Wealth management

William P

Series 65

Henrico, VA

CrossGrain Family Investments, LLC

William Pusey Jr. is a financial advisor at CrossGrain Family Investments, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Kimble Advisory LLC and Keel Point Capital, LLC. Outside of his advisory role, he serves on the board of the Paul H Pusey Foundation and is involved in family investment and real estate companies. CrossGrain Family Investments, LLC is a fee-only, SEC-registered family wealth advisor serving high-net-worth individuals and families. The firm offers financial planning, investment management, and tax strategy services, combining active and passive management with asset-allocation frameworks and private investment advisory tailored to client objectives.

Private / alternative investments Real estate investing Wealth management

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