# Crosswell Family Wealth Advisors

> Crosswell Family Wealth Advisors is a state-registered investment advisory firm in The Woodlands, TX, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 150076
- Filed as: CROSSWELL FAMILY WEALTH ADVISORS
- Legal name: Crosswell Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150076
- AdvisorCensus page: https://advisorcensus.com/firm/crosswell-family-wealth-advisors-the-woodlands-tx-150076

## Quick answers

**How is Crosswell Family Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Crosswell Family Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crosswell Family Wealth Advisors located?**
Crosswell Family Wealth Advisors' principal office is in The Woodlands, TX, according to its Form ADV.

**Is Crosswell Family Wealth Advisors registered with the SEC or a state?**
Crosswell Family Wealth Advisors is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150076.

**How much does Crosswell Family Wealth Advisors manage?**
Crosswell Family Wealth Advisors reports $80,581,297 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**What types of clients does Crosswell Family Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (3).

**Does Crosswell Family Wealth Advisors 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/150076

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $80,581,297
- Discretionary: $80,581,297
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,107,027 |
| High net worth individuals | 50 | $79,474,270 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 5 total, 2 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)
- crosswelladvisors.com
- crosswellfwa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crosswell Family Wealth Advisors (CRD 150076): Form ADV filing data as of October 2026.