# Crossgrain Family Investments, LLC

> Crossgrain Family Investments, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 318373
- Filed as: CROSSGRAIN FAMILY INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318373
- AdvisorCensus page: https://advisorcensus.com/firm/crossgrain-family-investments-llc-318373

## Quick answers

**How is Crossgrain Family Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crossgrain Family Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Crossgrain Family Investments, LLC registered with the SEC or a state?**
Crossgrain Family Investments, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318373.

**How much does Crossgrain Family Investments, LLC manage?**
Crossgrain Family Investments, LLC reports $177,570,614 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have Crossgrain Family Investments, LLC's assets and staff changed since 2022?**
In the Form ADV data for Crossgrain Family Investments, LLC: Regulatory assets under management: $137,755,731 in the October 2022 data and $177,570,614 in the October 2026 data, up 29%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crossgrain Family Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (16); corporations or other businesses not listed above (5).

**Which custodians does Crossgrain Family Investments, LLC use?**
Crossgrain Family Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Crossgrain Family Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318373

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $177,570,614
- Discretionary: $177,570,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,373,255 |
| High net worth individuals | 54 | $126,349,748 |
| Charitable organizations | 2 | $3,927,367 |
| Corporations or other businesses not listed above | 5 | $42,920,244 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [crossgrainfi.com](https://crossgrainfi.com)
- LinkedIn @crossgrainfi

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $137,755,731 | 2 | April 5, 2022 |
| October 2023 | $141,960,471 | 2 | January 19, 2023 |
| October 2024 | $143,117,637 | 2 | June 4, 2024 |
| October 2025 | $164,766,074 | 2 | January 21, 2025 |
| October 2026 | $177,570,614 | 2 | June 25, 2026 |

Regulatory assets under management: $137,755,731 in the October 2022 data and $177,570,614 in the October 2026 data, up 29%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossgrain Family Investments, LLC (CRD 318373): Form ADV filing data as of October 2026.