# Crosstimbers Capital Group, LLC

> Crosstimbers Capital Group, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 285144
- Filed as: CROSSTIMBERS CAPITAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285144
- AdvisorCensus page: https://advisorcensus.com/firm/crosstimbers-capital-group-llc-houston-tx-285144

## Quick answers

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

**Where is Crosstimbers Capital Group, LLC located?**
Crosstimbers Capital Group, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Crosstimbers Capital Group, LLC registered with the SEC or a state?**
Crosstimbers Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285144.

**How much does Crosstimbers Capital Group, LLC manage?**
Crosstimbers Capital Group, LLC reports $626,156,348 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Crosstimbers Capital Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Crosstimbers Capital Group, LLC: Regulatory assets under management: $167,414,188 in the October 2021 data and $626,156,348 in the October 2026 data, up 274%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crosstimbers Capital Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Does Crosstimbers Capital Group, 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/285144

**What changed in Crosstimbers Capital Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 15. Regulatory assets under management went from $761,925,561 to $626,156,348 (-18%). 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

### Regulatory assets under management (Item 5.F)
- Total: $626,156,348
- Discretionary: $626,156,348
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $626,156,348 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 16 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crosstimbers.com
- LinkedIn @CROSSTIMBERS-CAPITAL-GROUP-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,414,188 | 10 | May 10, 2021 |
| October 2022 | $485,389,571 | 11 | May 30, 2022 |
| October 2023 | $714,155,474 | 12 | May 10, 2023 |
| October 2024 | $712,890,579 | 14 | March 22, 2024 |
| October 2025 | $761,925,561 | 17 | March 28, 2025 |
| October 2026 | $626,156,348 | 16 | March 31, 2026 |

Regulatory assets under management: $167,414,188 in the October 2021 data and $626,156,348 in the October 2026 data, up 274%.
Total employees: 10 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 15.
- Regulatory assets under management went from $761,925,561 to $626,156,348 (-18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crosstimbers Capital Group, LLC (CRD 285144): Form ADV filing data as of October 2026.