Data / Investment advisers / Oregon / Cross Financial Advisors
Cross Financial Advisors, Portland, OR: $482 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cross Financial Advisors is an SEC registered investment adviser with its main office in Portland, Oregon and reports $482 million in regulatory assets under management in its Form ADV filed September 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Cross Financial Advisors (CRD number 287686): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 287686
- SEC file number
- 801-110589
- SEC status
- Approved, effective June 22, 2017
- Legal name
- Cross Financial Advisors, LLC
- Main office
- 11600 SW Shilo Lane Suite 100, Portland, OR 97225
- Phone
- (503) 430-0563
- Website
- crossfinancialmgmt.com
- Regulatory AUM
- $481,819,342 in the Form ADV filed September 27, 2026
- Discretionary AUM
- $481,819,342
- Accounts
- 2,907
- Employees
- 12, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 27, 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 | 548 | $304.4 million |
| Individuals (other than high net worth individuals) | 1,283 | $163.6 million |
| Corporations or other businesses | 14 | $7.7 million |
| Pension and profit sharing plans | 17 | $3.7 million |
| Charitable organizations | 11 | $2.4 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 | $481.8 million | March 20, 2026 |
| December 1, 2025 | $418.9 million | July 14, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Preisz Financial | Portland | $701.7 million | Not listed | adviserinfo.sec.gov |
| Efm Investments & Advisory LLC | Portland | $680 million | 7 | adviserinfo.sec.gov |
| Acm Management Company, LLC | Portland | $650.1 million | 2 | adviserinfo.sec.gov |
| Equilibrium Capital Investment Management , LLC | Portland | $642.6 million | 4 | adviserinfo.sec.gov |
| Peregrine Asset Advisers, Inc. | Portland | $611 million | Not listed | adviserinfo.sec.gov |
| Blue Water Wealth | Portland | $472.8 million | Not listed | adviserinfo.sec.gov |
| Encompass Wealth Advisors, LLC | Portland | $472.8 million | Not listed | adviserinfo.sec.gov |
| Silver Oak Advisory Group | Portland | $418.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cross Financial Advisors 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.