{
  "crd_number": 168125,
  "slug": "mca-cross-border-advisors-inc-montreal-168125",
  "primary_business_name": "MCA CROSS BORDER ADVISORS INC.",
  "legal_name": "MCA CROSS BORDER ADVISORS INC.",
  "dbas": [],
  "city": "Montreal",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-08-02",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 31097135.0,
  "raum_discretionary": 31097135.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 24,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 7106758.0,
      "count": 18
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 23990377.0,
      "count": 21
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://ca.linkedin.com/COMPANY/MCA-CROSS-BORDER-ADVISORS-INC-",
    "https://facebook.com/MCACROSSBORDER",
    "https://mcacrossborder.com",
    "https://x.com/MCACrossBorder",
    "https://youtube.com/USER/MCACROSSBORDER"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168125",
  "city_as_filed": "MONTREAL",
  "url": "https://advisorcensus.com/firm/mca-cross-border-advisors-inc-montreal-168125",
  "display_name": "MCA Cross Border Advisors Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. MCA Cross Border Advisors Inc. (CRD 168125): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is MCA Cross Border Advisors Inc. compensated?",
      "a": "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."
    },
    {
      "q": "Where is MCA Cross Border Advisors Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is MCA Cross Border Advisors Inc. registered with the SEC or a state?",
      "a": "MCA Cross Border Advisors Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168125."
    },
    {
      "q": "How much does MCA Cross Border Advisors Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have MCA Cross Border Advisors Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does MCA Cross Border Advisors Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (18)."
    },
    {
      "q": "Which custodians does MCA Cross Border Advisors Inc. use?",
      "a": "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."
    },
    {
      "q": "Does MCA Cross Border Advisors Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in MCA Cross Border Advisors Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $14,788,015 to $31,097,135 (+110%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4118892.0,
      "total_employees": 12,
      "filing_date": "2021-04-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5492804.0,
      "total_employees": 14,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5158667.0,
      "total_employees": 15,
      "filing_date": "2023-05-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12243387.0,
      "total_employees": 19,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 14788015.0,
      "total_employees": 20,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 31097135.0,
      "total_employees": 24,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $14,788,015 to $31,097,135 (+110%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "No longer lists an office in Hollywood, FL.",
        "Registered or notice-filed in AZ, NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mca-cross-border-advisors-inc-montreal-168125.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 7106758.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 23990377.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168125",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}