PHILADELPHIA, PACRD 317154Latest ADV March 13, 2026
Cross Border Financial Planning USA LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 13, 2026, reports $147M in regulatory assets under management, 3 employees, 1 office, and 407 accounts.
Assets Under Management
$147M
Employees
3
Offices
1 office
Total Clients
166
Primary office
PHILADELPHIA, PA
2001 MARKET ST., SUITE 2500, PHILADELPHIA, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
102
2
HNWI
38.0%
63
3
Corporations
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 13, 2026
Discretionary99.5%
$146M
99% of total RAUM99.5%
Non-discretionary0.5%
$797K
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts407
10Y AUM Change+$33M (+28.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee55:1
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.