A complete list of active advisors currently associated with Crossroads Capital Management LLC

Warmer can help you find a great advisor at Crossroads Capital Management LLC or one who fits your needs even better.

Crossroads Capital Management is a state-registered, single-advisor investment adviser that provides personal financial planning and discretionary investment management to individuals, families, trusts and related entities, including charitable organizations. Compensation is solely fee-based (percentage of AUM or hourly) with custody maintained at independent custodians and no commissions, referral fees, or soft-dollar arrangements accepted. The firm’s investment approach centers on strategic asset allocation informed by fundamental analysis, using a mix of passive index/ETF exposure and active funds, as well as individual stocks and bonds where security selection may add value. Portfolios are tailored for each client (the firm does not use model portfolios), managed on a discretionary basis, and subject to at least semi‑annual reviews and ongoing implementation support. Noteworthy for a solo RIA, the firm manages roughly $23 million across a small, concentrated set of client accounts and, according to its disclosures, does not serve non‑high‑net‑worth retail individual clients, suggesting a focus on wealthier individuals, families, trusts and institutions. The adviser also discloses the ability to act as both trustee and investment manager for clients (with negotiated fees in those cases) and reports no other industry affiliations or outside compensation arrangements.

To learn more about the advisors currently working at Crossroads Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.