CRD: 301085
Cross Financial Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-13-2019
- Office Locations
- 1
Office Locations
About Cross Financial Strategies, LLC
Cross Financial Strategies, LLC is an independent Texas RIA serving individual investors and retirement plan sponsors. The firm provides financial planning and ongoing portfolio management, including retirement plan support, tax and estate planning coordination, and insurance/risk management guidance. Portfolios emphasize diversified asset allocation using mutual funds and ETFs, with a socially responsible investing option; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 43 clients, or 43 clients per representative. That equates to $733.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on August 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Services
- Technology
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The full Cross Financial Strategies, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN J CROSS
Chief Compliance Officer, Executive Consultant, Managing Member
- CRD
- #4187561
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,537,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,537,126 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cross Financial Strategies, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.