# Crossroads Financial Services Inc

> Crossroads Financial Services Inc is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 323162
- Filed as: CROSSROADS FINANCIAL SERVICES INC
- Legal name: Crossroads Financial Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323162
- AdvisorCensus page: https://advisorcensus.com/firm/crossroads-financial-services-inc-323162

## Quick answers

**How is Crossroads Financial Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Crossroads Financial Services Inc 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 Crossroads Financial Services Inc registered with the SEC or a state?**
Crossroads Financial Services Inc is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323162.

**How much does Crossroads Financial Services Inc manage?**
Crossroads Financial Services Inc reports $23,131,176 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Crossroads Financial Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (5); charitable organizations (1).

**Does Crossroads Financial Services Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323162

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,131,176
- Discretionary: $23,131,176
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $12,598,125 |
| High net worth individuals | 5 | $10,457,737 |
| Charitable organizations | 1 | $75,314 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossroads Financial Services Inc (CRD 323162): Form ADV filing data as of October 2026.