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Cross Financial Advisors

Cross Financial Advisors. CRD 287686

C

CRD: 287686

Cross Financial Advisors

Beaverton, OR, 97006
5034300563
www.crossfinancialmgmt.com
$481.8M Total AUM
$481.8M Disc. AUM
11.3% 3Y CAGR
12 Employees
1,880 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
Zenith frontier
Established Date
06-22-2017
Office Locations
4

Office Locations

16100 NW Cornell Road #240 Beaverton OR
307 E 2ND Street Suite 100 Newberg OR
5200 Meadows RD #150 Lake Oswego OR

About Cross Financial Advisors

Cross Financial Management (Cross Financial Advisors) is an Oregon-based wealth management firm combining tax and accounting services with financial planning, retirement income planning, and IRA rollover support. The team serves individuals and business owners/entrepreneurs with portfolio construction and asset-allocation approaches using vehicles such as mutual funds and ETFs, and operates on the LPL Financial platform.

Team overview

49 AVG AGE
$43.8M AVG AUM / ADVISOR
$256.3K AVG AUM / CLIENT
7.4 yrs AVG TENURE
12 Employees
11 Advisory Reps
11 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Horizon frontier Peak

Asset Classes

Capital pathway North Atlas Frontier Matrix Pathway Harbor Peak frontier Ridge Element Zenith matrix

Client Personas

Vector

Custodian

Element matrix Crest Frontier bridge

Investment Themes

Matrix quantum Focus Atlas atlas Zenith alpha Delta vital Horizon meridian

Investment Vehicles

Delta insight North fusion North

Services

Delta unison Timber Zenith value Meridian Capital value Horizon crest Prime meridian Frontier Vital Vital timber

Technology

Focus

Owner & Executives

J

JAY S. TORGERSON

--

CRD
#4275993
Ownership
Less than 5%
(569) 274-3006
meridian.signal@legacycapital.com
in linkedin.com/in/timber-alpha
M

MATHEW DEAN WHITEAKER

Chief Compliance Officer

CRD
#3260502
Ownership
Less than 5%
(653) 217-6218
north.glacier@optimacapital.com
in linkedin.com/in/legacy-foundation

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Contacts

K

KARI ANNE BILLETTE

--

CRD
#7278841
(539) 277-2320
delta.element@vertexcapital.com
in linkedin.com/in/peak-delta
B

BRIAN MATTHEW CLARK

Advisor

CRD
#3051523
(256) 931-9487
value.pioneer@horizoncapital.com
in linkedin.com/in/crest-beacon
S

Signal delta

Foundation harbor

CRD
#50297
(985) 204-2698
value.horizon@elementcapital.com
in linkedin.com/in/catalyst-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-09-2022
12-20-2023
08-01-2024
12-08-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $481,819,342 $165,745
Non-Discretionary $0 --
Total $481,819,342 $165,745

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Separately Managed Accounts

Total SMA Asset: $481,819,342

$481.8M Total SMA
Public Funds:
17.5%
Equity - Exchange:
15.9%
Cash:
22.3%
Corporate - Investment Grade:
44.3%
Asset class Assets Assets %
Public Funds $779,615,741 17.5%
Equity - Exchange $708,336,588 15.9%
Cash $993,453,202 22.3%
Corporate - Investment Grade $1,973,541,562 44.3%
Total $4,454,947,093 100.0%

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