# Crossover Capital

> 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.

- CRD: 326625
- Filed as: CROSSOVER CAPITAL
- Legal name: Crossover Capital Brands LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yardley, PA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326625
- AdvisorCensus page: https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Account minimum: None

> The firm does not have minimum portfolio value for starting and maintaining an investment management relationship.

- Minimum annual fee: $10,000

> The Firm has an annual minimum fee of $10,000 which may be waived upon our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $179,466,190
- Discretionary: $161,157,547
- Non-discretionary: $18,308,643

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $7,402,852 |
| High net worth individuals | 64 | $171,499,822 |
| Corporations or other businesses not listed above | Fewer than 5 | $563,516 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bitcoinfinancialadvisorsnetwork.com/our-advisors/alex-pron
- crosscapadvisors.com
- Facebook @crossovercapital
- Instagram @crossovercapital
- LinkedIn @crossover-capital-advisors
- LinkedIn @alexandermpron
- LinkedIn @tasha-shadle-cima®-cdfa®-11921a169
- X @Crossover_Alex
- X @Crossover_Tasha

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $101,328,060 | 2 | September 19, 2023 |
| October 2024 | $122,298,553 | 2 | September 19, 2024 |
| October 2025 | $150,146,445 | 2 | March 31, 2025 |
| October 2026 | $179,466,190 | 3 | June 29, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossover Capital (CRD 326625): Form ADV filing data as of October 2026.