CRD: 157960
Olson, Cross & Alamo Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
About Olson, Cross & Alamo Advisors LLC
Olson, Cross & Alamo Advisors is an independent RIA providing bespoke investment advice and portfolios for high-net-worth individuals, blending risk-adjusted equity and fixed income with optional private equity allocations. The firm follows a fundamental, intrinsic-value discipline focused on high-quality businesses and uses hedging when warranted to emphasize capital preservation. Accounts are largely implemented with ETFs and custodied at Schwab; no proprietary, commodity, or futures trading.
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 48 clients, or 48 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 12, 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 Vehicles
- Services
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Owner & Executives
WESLEY CROSS
Chief Executive Officer, President
- CRD
- #5493425
- Ownership
- 50% but less than 75%
JAMES ROBERT OLSON
Senior Partner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,459,880 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,459,880 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Olson, Cross & Alamo Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.