Crossover Capital Trading LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crossover Capital Trading LLC provides discretionary portfolio management for individual clients, managing roughly $1.9 million across 11 accounts as of December 2025. The firm implements a proprietary price-momentum model to trade exchange-traded funds, including leveraged and inverse ETFs, on clients’ behalf.
The strategy relies solely on price-based signals with typical holding periods of about 3–4 days and aims for market exposure on fewer than 20% of calendar days, moving idle balances to money-market rates when not invested. Trades are aggregated to achieve consistent execution, accounts are reviewed daily, and the firm states it will lock in losses quickly rather than waiting for recovery.
Notably, the firm charges performance-based fees—typically 20% of profits paid quarterly (negotiable, with a fallback quarterly management fee up to 0.50%)—and the brochure indicates the firm advertises performance results, both of which are uncommon among independent peers. The firm also does not rely on percentage-of-AUM fees, does not use wrap fee programs, executes through Interactive Brokers and Charles Schwab, and does not take custody of client assets.
Client services
Expertise
Fee options
20% of profits paid quarterly; negotiable based on client account size. If client does not meet standards for performance-based fee, up to 0.50% (50 basis points) of account value each quarter may be charged.
Main office
Germantown WI
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)