AdvisorCensus / Financial advisors / MCA Cross Border Advisors Inc.
MCA Cross Border Advisors Inc. is an SEC-registered investment advisory firm in Montreal, Canada, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is MCA Cross Border Advisors Inc. compensated?
On its Form ADV (Item 5.E, October 2026), MCA Cross Border Advisors 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.
Where is MCA Cross Border Advisors Inc. located?
MCA Cross Border Advisors Inc.'s principal office is in Montreal, Canada, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is MCA Cross Border Advisors Inc. registered with the SEC or a state?
MCA Cross Border Advisors Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168125.
How much does MCA Cross Border Advisors Inc. manage?
MCA Cross Border Advisors Inc. reports $31,097,135 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have MCA Cross Border Advisors Inc.'s assets and staff changed since 2021?
In the Form ADV data for MCA Cross Border Advisors Inc.: Regulatory assets under management: $4,118,892 in the October 2021 data and $31,097,135 in the October 2026 data, up 655%. Total employees: 12 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does MCA Cross Border Advisors Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (18).
Which custodians does MCA Cross Border Advisors Inc. use?
MCA Cross Border Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does MCA Cross Border Advisors Inc. 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/168125
What changed in MCA Cross Border Advisors Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $14,788,015 to $31,097,135 (+110%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 19, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$31,097,135 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 24. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $31,097,135 | 24 | March 19, 2026 |
| October 2025 | $14,788,015 | 20 | July 17, 2025 |
| October 2024 | $12,243,387 | 19 | August 9, 2024 |
| October 2023 | $5,158,667 | 15 | May 8, 2023 |
| October 2022 | $5,492,804 | 14 | June 29, 2022 |
| October 2021 | $4,118,892 | 12 | April 5, 2021 |
Regulatory assets under management: $4,118,892 in the October 2021 data and $31,097,135 in the October 2026 data, up 655%.
Total employees: 12 in October 2021 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $14,788,015 to $31,097,135 (+110%).
- December 2025
- No longer lists an office in Hollywood, FL.
- Registered or notice-filed in AZ, NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. MCA Cross Border Advisors Inc. (CRD 168125): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mca-cross-border-advisors-inc-montreal-168125