Data / Investment advisers / Pennsylvania / Cross Border Financial Planning USA LLC
Cross Border Financial Planning USA LLC, Philadelphia, PA: $147 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cross Border Financial Planning USA LLC is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $147 million in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 317154
- SEC file number
- 801-132483
- SEC status
- Approved, effective April 21, 2025
- Main office
- 2001 Market St. Suite 2500, Philadelphia, PA 19103
- Phone
- (267) 946-1099
- Regulatory AUM
- $147,228,501 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $146,431,455
- Non discretionary AUM
- $797,046
- Accounts
- 407
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $108.3 million |
| Individuals (other than high net worth individuals) | 102 | $37.7 million |
| Corporations or other businesses | 1 | $1.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $147.2 million | March 13, 2026 |
| December 1, 2025 | $114.7 million | May 1, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Magnolia Private Wealth, LLC | Philadelphia | $272.1 million | Not listed | adviserinfo.sec.gov |
| Versa Capital | Philadelphia | $180.1 million | 7 | adviserinfo.sec.gov |
| Versa Capital | Philadelphia | $180.1 million | 7 | adviserinfo.sec.gov |
| Liberty One Wealth Advisors | Philadelphia | $178.4 million | Not listed | adviserinfo.sec.gov |
| Zenith Wealth Partners | Philadelphia | $151 million | Not listed | adviserinfo.sec.gov |
| Setarcos Wealth Advisors LLC | Philadelphia | $111.7 million | Not listed | adviserinfo.sec.gov |
| Xalts | Philadelphia | $92.3 million | 1 | adviserinfo.sec.gov |
| FR Capital Holdings, LP | Philadelphia | Not listed | 22 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cross Border Financial Planning USA LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.