# Washington Crossing Advisors LLC

> Washington Crossing Advisors LLC is an SEC-registered investment advisory firm in Morristown, NJ, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 281511
- Filed as: WASHINGTON CROSSING ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morristown, NJ
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281511
- AdvisorCensus page: https://advisorcensus.com/firm/washington-crossing-advisors-llc-morristown-nj-281511

## Quick answers

**How is Washington Crossing Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Washington Crossing Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Washington Crossing Advisors LLC located?**
Washington Crossing Advisors LLC's principal office is in Morristown, NJ, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Washington Crossing Advisors LLC registered with the SEC or a state?**
Washington Crossing Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 281511.

**How much does Washington Crossing Advisors LLC manage?**
Washington Crossing Advisors LLC reports $2,028,694,766 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**How have Washington Crossing Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Washington Crossing Advisors LLC: Regulatory assets under management: $3,054,510,544 in the October 2021 data and $2,028,694,766 in the October 2026 data, down 34%. Total employees: 15 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Washington Crossing Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,097); charitable organizations (64); high net worth individuals (55).

**Which custodians does Washington Crossing Advisors LLC use?**
Washington Crossing Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Stifel, Nicolaus & Company, Incorporated (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Washington Crossing Advisors 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/281511

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Stifel, Nicolaus & Company, Incorporated (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,028,694,766
- Discretionary: $2,028,694,766
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,097 | $1,654,588,532 |
| High net worth individuals | 55 | $191,300,893 |
| Banking or thrift institutions | 7 | $17,276,616 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $30,329,807 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,206,115 |
| Charitable organizations | 64 | $115,991,993 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $18,000,810 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Chicago, IL
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- washingtoncrossingadvisors.com
- LinkedIn @washington-crossing-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,054,510,544 | 15 | July 8, 2021 |
| October 2022 | $3,102,807,005 | 13 | March 31, 2022 |
| October 2023 | $3,104,228,022 | 9 | March 31, 2023 |
| October 2024 | $1,944,104,234 | 10 | March 28, 2024 |
| October 2025 | $2,138,764,689 | 10 | June 10, 2025 |
| October 2026 | $2,028,694,766 | 10 | April 22, 2026 |

Regulatory assets under management: $3,054,510,544 in the October 2021 data and $2,028,694,766 in the October 2026 data, down 34%.
Total employees: 15 in October 2021 and 10 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Crossing Advisors LLC (CRD 281511): Form ADV filing data as of October 2026.