Crossover Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crossover Capital is a privately owned, SEC-registered adviser formed in 2023 that manages roughly $179 million for individuals, high-net-worth clients, trusts, institutions and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning and consulting, and may select third‑party managers and sub‑advisors on clients’ behalf.
The firm combines fundamental, technical and charting analysis with tactical and strategic asset allocation, employing both passive and active strategies and instruments such as options, alternative investments and ETFs. It uses third‑party platform and trading services (including AIM and Pontera) and offers ongoing portfolio monitoring and performance reporting, while providing access to digital‑asset investments through custodial arrangements with providers such as BitGo and Fidelity Digital Assets.
Several features distinguish Crossover Capital from many peers: it offers performance‑based fee arrangements for certain digital‑asset accounts (assessed semi‑annually and subject to a hurdle), and it may use borrowing and margin in separately managed accounts as part of customized strategies. The firm also maintains insurance‑related affiliations (including access to a fee‑based insurance platform and licensed insurance agents) and a formal relationship with a digital‑asset specialist for custody/advisory support, reflecting an uncommon mix of digital‑asset services, insurance capabilities, and outsourced platform relationships.
Client services
Expertise
Fee options
Financial planning and consulting fees may be charged on a fixed fee basis depending on scope of services.
up to 3% annually; fees can be a fixed flat percentage or tiered by asset levels
Financial planning and consulting fees may be charged on an hourly basis depending on scope of services.
Semi-annual performance fee for digital assets with hurdle rates from 5% to 15%, charged to qualified clients.
Account minimum: $10,000 Minimum fee: Annual minimum fee of $10,000 which may be waived at the firm's discretion.
Main office
See office113 B Floral Vale Blvd, #3
Yardley CT 19067
Advisors at this office
2
Offices (2)
Most active in
Florida · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Crossover Capital · Crossover Capital Brands LLC · Crossover Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tasha S
Series 66
Yardley, PA
Crossover Capital
Tasha Shadle is a financial advisor at Crossover Capital with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Crossover Capital. Her career includes extensive experience in financial services across multiple firms. Crossover Capital is a privately owned, SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including options and alternative investments, and offers access to digital-asset investments through custodial arrangements.
Daniel A
Series 66
Victor, NY
Crossover Capital
Daniel Antocicco is a financial advisor at Crossover Capital with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Elevatus Wealth Management, and John Hancock Investment Management. In addition to his advisory role, he is a licensed insurance agent servicing clients in Victor, NY. Crossover Capital is a privately owned SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis combined with tactical and strategic asset allocation, utilizing both passive and active strategies across various instruments including options, alternative investments, and ETFs.
Alexander P
CFP®, Series 66
Yardley, PA
Crossover Capital
Alexander Pron is a CFP® with 14 years of experience in the financial industry. He is currently with Crossover Capital, where he has worked since 2023, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is also an insurance agent and a member of an off-center digital asset fund. Crossover Capital is an SEC-registered firm managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including access to digital-asset investments and insurance-related services.
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