Cross Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaverton, OR. Its latest Form ADV filing, dated March 20, 2026, reports $482M in regulatory assets under management, 12 employees, 6 offices, and 2,907 accounts.
Assets Under Management
$482M
Employees
12
Offices
6 offices
Total Clients
1,873
Primary office
BEAVERTON, OR
16100 NW CORNELL ROAD #240, BEAVERTON, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
1,283
2
HNWI
29.3%
548
3
Pension Plans
0.9%
17
4
Corporations
0.7%
14
5
Charitable
0.6%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$482Mas of March 20, 2026
Discretionary100.0%
$482M
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$482M
Total Accounts2,907
10Y AUM Change+$482M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee156:1
10Y Employee Change-6 (-33.3%)
* 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.