Data / Investment advisers / Pennsylvania / Crossover Capital
Crossover Capital, Yardley, PA: $179 million AUM, SEC registered investment adviser
Crossover Capital is an SEC registered investment adviser with its main office in Yardley, Pennsylvania and reports $179 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 326625
- SEC file number
- 801-128013
- SEC status
- Approved, effective May 23, 2023
- Legal name
- Crossover Capital Brands LLC
- Main office
- 113b Floral Vale Blvd #3, Yardley, PA 19067
- Phone
- (215) 396-5580
- Regulatory AUM
- $179,466,190 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $161,157,547
- Non discretionary AUM
- $18,308,643
- Accounts
- 458
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 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 | 64 | $171.5 million |
| Individuals (other than high net worth individuals) | 35 | $7.4 million |
| Corporations or other businesses | Fewer than 5 | $563,516 |
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 | $179.5 million | March 21, 2026 |
| December 1, 2025 | $150.1 million | March 31, 2025 |
Other advisers in Yardley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ventura Wealth Management | Yardley | $713.5 million | Not listed | adviserinfo.sec.gov |
| Cordatus Wealth Management LLC | Yardley | $630.4 million | Not listed | adviserinfo.sec.gov |
| The Estate Planners Group | Yardley | $422.1 million | Not listed | adviserinfo.sec.gov |
| Prometheus Capital Management Corp. | Yardley | $397.8 million | Not listed | adviserinfo.sec.gov |
| Yardley Wealth Management LLC | Yardley | $231.6 million | Not listed | adviserinfo.sec.gov |
| Aeternitas Investment Management, LLC | Yardley | $172.5 million | Not listed | adviserinfo.sec.gov |
| Attleboro Wealth Management LLC | Yardley | $129.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Yardley, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Crossover Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.