Crossover Capital Trading LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,900,000
Clients
11
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$172,727
About
Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model that trades exchange-traded funds, including leveraged and inverse ETFs when appropriate. Positions are typically held for a few days and the firm intends to keep overall market exposure low, placing clients in cash or money-market instruments when the model is not signaling trades.
The investment approach relies solely on price as the input to generate clear buy and sell signals and can be applied to continuously priced assets or unlevered ETFs for clients who do not use leverage. Trades are executed through a third‑party broker with accounts aggregated for execution when possible, and positions are reviewed daily and monitored throughout each short-term trade.
Noteworthy aspects include the firm’s use of performance-based compensation rather than a traditional percentage-of-assets fee and its disclosure/advertising of performance results, both of which are uncommon among peers. The brochure also emphasizes a single, automated momentum strategy as the firm’s focus, founders’ multi-decade trading experience, and that client assets remain with an outside custodian.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Typical commission charge is 5 basis points, charged by Interactive Brokers for trade executions.
20% of the profits paid quarterly, negotiable based on client account size. Alternative management fee of 25 basis points per quarter if performance fee standards are not met.
Main office location
Crossover Capital Trading LLC
Germantown WI, United States
Number of offices
1
Most active in
Crossover Capital Trading LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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