AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Crossover Capital
Crossover Capital
Filed as CROSSOVER CAPITAL · Legal name Crossover Capital Brands LLC
Crossover Capital is an SEC-registered investment advisory firm in Yardley, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Crossover Capital compensated?
On its Form ADV (Item 5.E, October 2026), Crossover Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.
Where is Crossover Capital located?
Crossover Capital's principal office is in Yardley, PA, according to its Form ADV.
Is Crossover Capital registered with the SEC or a state?
Crossover Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326625.
How much does Crossover Capital manage?
Crossover Capital reports $179,466,190 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (90% discretionary).
How have Crossover Capital's assets and staff changed since 2023?
In the Form ADV data for Crossover Capital: Regulatory assets under management: $101,328,060 in the October 2023 data and $179,466,190 in the October 2026 data, up 77%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Crossover Capital serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (64); individuals (other than high net worth individuals) (35).
Which custodians does Crossover Capital use?
Crossover Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Crossover Capital 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/326625
Does Crossover Capital state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "The firm does not have minimum portfolio value for starting and maintaining an investment management relationship."
What changed in Crossover Capital's recent Form ADV filings?
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
The firm does not have minimum portfolio value for starting and maintaining an investment management relationship.
Minimum annual fee: $10,000
The brochure's wording
The Firm has an annual minimum fee of $10,000 which may be waived upon our discretion.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$179,466,190 as of October 2026, filing dated June 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Crossover Capital Brands LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $179,466,190 | 3 | June 29, 2026 |
| October 2025 | $150,146,445 | 2 | March 31, 2025 |
| October 2024 | $122,298,553 | 2 | September 19, 2024 |
| October 2023 | $101,328,060 | 2 | September 19, 2023 |
Regulatory assets under management: $101,328,060 in the October 2023 data and $179,466,190 in the October 2026 data, up 77%.
Total employees: 2 in October 2023 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Registered or notice-filed in FL, NY.
- April 2026
- Regulatory assets under management went from $150,146,445 to $179,466,190 (+20%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Crossover Capital (CRD 326625): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625