Crossover Capital

Financial planning in Yardley, PA

SEC registeredNo commissions reported

Call (215) 396-5580 Send a message Map ↗

Public-record details

Address: 113b Floral Vale Blvd, #3, Yardley, PA 19067
Phone: (215) 396-5580
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Crossover Capital Brands LLC
CRD number: 326625
Registration: SEC registered since 2023-05-23
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Performance-based fees; Other (Financial Planning and Consulting)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $179.5 million
Accounts managed: 458
Clients reported (Form ADV 5.D): 99
Individual / high-net-worth clients: 35 / 64
Employees: 3
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-29

SEC registered investment adviser, CRD 326625, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 326625 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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