CRD: 282011
Cross State Financial Group LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-18-2016
- Office Locations
- 7
Office Locations
About Cross State Financial Group LLC
Cross State Financial Group LLC (founded 2015) provides customized financial planning and portfolio strategies for individuals, trust company clients, small businesses, and nonprofits. Advisors collaborate across multiple U.S. locations, with strengths in tax planning, insurance, trust administration, and small business retirement plan options. Investment management emphasizes active asset allocation using ETFs and mutual funds, with fixed income as needed; custody includes Schwab.
Reported data analysis
What the numbers show
Between February 14, 2025 and April 24, 2026, reported AUM increased 12.9%, from $166.8M to $188.3M.
Across 5 reported observations, AUM increased 66.5% between September 26, 2022 and April 24, 2026, from $113.1M to $188.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 407 clients, or 40.7 clients per representative. That equates to $462.7K in reported AUM per client.
The profile lists 7 reported office locations and 10 years in operation. The source data was last updated on April 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
STEVEN SCOTT IVERSEN
Founder
- CRD
- #820813
- Ownership
- 50% but less than 75%
DANIELLE ELIZABETH MUTZ
Chief Compliance Officer, Managing Member
- CRD
- #4179319
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KEVIN JAY AGUAS
--
- CRD
- #4573669
MICHAEL ANTHONY BALL
President
- CRD
- #2500989
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,304,908 | $169,491 |
| Non-Discretionary | $0 | -- |
| Total | $188,304,908 | $169,491 |
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Separately Managed Accounts
SMA allocation detail is available
Cross State Financial Group LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.