WealthCrossing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,513,506,402
Clients
266
Advisors
7
of 18 employees
About
WealthCrossing provides customized investment management to individuals, high‑net‑worth clients, and related trusts, estates, and profit‑sharing plans, primarily investing client assets in mutual funds and ETFs. The firm also evaluates and oversees independent investment managers, may recommend private investment funds to accredited investors, and offers tax preparation and planning services through representatives who are Certified Public Accountants under separate agreements.
The firm constructs strategic, well‑diversified asset allocations tailored to each client’s goals and generally manages accounts on a discretionary basis with an emphasis on minimizing turnover and periodic rebalancing. WealthCrossing engages third‑party research and a due diligence provider to screen and monitor mutual funds, independent managers, and private funds, and it provides third‑party aggregation/reporting to reflect clients’ broader holdings.
Notably, WealthCrossing discloses direct tax‑preparation services delivered by CPA representatives and active involvement in selecting and monitoring transferable tax‑credit investments (including historic rehabilitation, land preservation, and certain charitable credit programs), which are less common among similar team firms. The firm also reports having received endorsements from financial publications or news services and manages more than $1.5 billion on a discretionary basis while including private investments in its assets‑under‑management reporting.
Client services
Expertise
Fee options
Fixed fee for tax preparation services ranging from $0 to $16,000 depending on scope and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Approximately $250 per hour (tax preparation services in limited cases)
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee
Main office
1001 Haxall Point, Suite 705
Richmond VA 23219
Advisors at this office
7
Most active in
Florida · Maryland · Massachusetts · North Carolina · Tennessee · Texas · Virginia · West Virginia
Also doing business as
Sbk Financial, Inc. · Wealthcrossing
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Mitchell C
CFP®, Series 63
Richmond, VA
WealthCrossing
Mitchell Crowder is a CFP® with four years of industry experience and is currently associated with WealthCrossing in Richmond, VA. He previously worked at Davenport & Company LLC and SBK Financial, Inc., and holds a Series 63 designation. WealthCrossing is a team of eight advisors that provides customized investment management for individuals, high-net-worth clients, and related entities, emphasizing strategic, diversified asset allocations and utilizing third-party research and due diligence to oversee mutual funds, independent managers, and private investments.
Stephanie S
CFP®, PFS™, Series 65
Richmond, VA
WealthCrossing
Stephanie Stumpf is a financial advisor at WealthCrossing with 19 years of industry experience. She holds the CFP®, PFS™, and Series 65 designations and has worked at SBK Financial, Inc. since 2006. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes strategic, diversified asset allocation with low turnover and disciplined rebalancing, and it employs independent due diligence for mutual funds, managers, and private funds.
Claire C
CFP®, Series 63
Richmond, VA
WealthCrossing
Claire Craighill is a Certified Financial Planner® with 20 years of experience in the industry. She is currently with WealthCrossing, a team-based firm in Richmond, VA, and has been with SBK Financial, Inc. since 2007. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, utilizing a strategic, diversified asset allocation approach with an emphasis on low turnover and disciplined rebalancing. The firm also incorporates independent due diligence and may recommend private investment funds and specialized tax-credit investments for accredited investors.
John W
CFP®
Richmond, VA
WealthCrossing
John Williams is a CFP® with four years of industry experience. He has worked at SBK Financial since 2018 and previously held roles at Mitchell Wiggins & Co. and Heritage Wealth Advisors. Williams is based in Richmond, VA, and is part of an eight-advisor team at WealthCrossing. WealthCrossing provides customized investment management to individuals, high-net-worth clients, and related entities, focusing on well-diversified asset allocations primarily invested in mutual funds and ETFs. The firm manages accounts on a discretionary basis and incorporates third-party research to monitor investments, also offering tax preparation and planning services through CPA representatives.
Jonathan B
CFP®
Richmond, VA
WealthCrossing
Jonathan Bailey is a CFP® professional with seven years of experience in financial advising. He is currently with WealthCrossing and previously worked at Heritage Wealth Advisors. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes strategic, diversified asset allocation with low turnover and disciplined rebalancing, and it engages an independent due diligence consultant to evaluate investment options, including private funds and specialized tax-credit investments.
Andrea B
Series 65
Richmond, VA
WealthCrossing
Andrea Broughton is a financial advisor at WealthCrossing in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with SBK Financial, Inc. since 2005. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related entities, focusing on strategic, diversified asset allocation with low turnover and disciplined rebalancing. The firm also conducts independent due diligence on investment options and offers specialized services such as tax preparation and planning through CPA representatives.
John K
CFP®
Richmond, VA
WealthCrossing
John King is a Certified Financial Planner® at WealthCrossing with 20 years of industry experience. He has worked at SBK Financial, Inc. since 2004. WealthCrossing is a team-based firm serving primarily high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes customized investment management with diversified asset allocation, independent due diligence, and specialized services including tax-credit investments and tax planning support.
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