CRD: 156589
Crosscurrent Wealthmanagement, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2011
- Office Locations
- 1
Office Locations
About Crosscurrent Wealthmanagement, LLC
CrossCurrent WealthManagement, LLC is a Little Rock, AR RIA serving retail investors with financial planning (tax/estate/insurance) alongside actively managed portfolios. Its “Nimble Navigation” process emphasizes downside protection and investing in leading companies globally, with portfolios largely implemented via ETFs. Founder Roy Stephens shares the approach publicly via an investment-process video and the “Money and Politics” radio show; custodies with Interactive Brokers.
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Investment Themes
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Owner & Executives
ROY WAYNE STEPHENS JR
Investment Advisor, INVESTMENT MANAGER
- CRD
- #2209745
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,275,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,275,228 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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