# Crosspoint Financial, LLC

> Crosspoint Financial, LLC is an SEC-registered investment advisory firm in Tustin, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 286443
- Filed as: CROSSPOINT FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tustin, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286443
- AdvisorCensus page: https://advisorcensus.com/firm/crosspoint-financial-llc-tustin-ca-286443

## Quick answers

**How is Crosspoint Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crosspoint Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Crosspoint Financial, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $500 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Crosspoint Financial, LLC located?**
Crosspoint Financial, LLC's principal office is in Tustin, CA, according to its Form ADV.

**Is Crosspoint Financial, LLC registered with the SEC or a state?**
Crosspoint Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 286443.

**How much does Crosspoint Financial, LLC manage?**
Crosspoint Financial, LLC reports $157,077,817 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Crosspoint Financial, LLC's assets and staff changed since 2022?**
In the Form ADV data for Crosspoint Financial, LLC: Regulatory assets under management: $114,183,925 in the October 2022 data and $157,077,817 in the October 2026 data, up 38%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crosspoint Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (165); high net worth individuals (117).

**Which custodians does Crosspoint Financial, LLC use?**
Crosspoint Financial, LLC'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 Crosspoint Financial, 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/286443

**What changed in Crosspoint Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $138,445,327 to $157,077,817 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Flat fee: $500 to $5,000 (financial planning and consulting services)

> Flat fees range from $ 500 to $ 5,000. Our firm requires full payment of the ultimate financial planning or consulting fee at the time of signing.

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: $157,077,817
- Discretionary: $157,077,817
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 165 | $28,543,780 |
| High net worth individuals | 117 | $128,534,037 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crosspointfp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $114,183,925 | 1 | June 17, 2022 |
| October 2023 | $105,026,268 | 1 | March 7, 2023 |
| October 2024 | $123,798,777 | 1 | March 6, 2024 |
| October 2025 | $138,445,327 | 1 | June 12, 2025 |
| October 2026 | $157,077,817 | 1 | March 24, 2026 |

Regulatory assets under management: $114,183,925 in the October 2022 data and $157,077,817 in the October 2026 data, up 38%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $138,445,327 to $157,077,817 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crosspoint Financial, LLC (CRD 286443): Form ADV filing data as of October 2026.