Crosspoint Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tustin, CA. Its latest Form ADV filing, dated March 24, 2026, reports $157M in regulatory assets under management, 1 employee, and 282 accounts.
Assets Under Management
$157M
Employees
1
Offices
--
Total Clients
282
Primary office
TUSTIN, CA
14471 CHAMBERS ROAD, #208, TUSTIN, CA, United States
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
165
2
HNWI
41.5%
117
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of March 24, 2026
Discretionary100.0%
$157M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$157M
Total Accounts282
10Y AUM Change+$157M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee282:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.