CROSSGRAIN FAMILY INVESTMENTS, LLC
  • CROSSGRAIN FAMILY INVESTMENTS, LLC

Adviser Profile

As of Date 06/25/2026
Registration SEC, Approved, 02/03/2022
Contact Info 804 xxxxxxx
Websites
AUM* 177,570,614 24%
of that, discretionary 177,570,614 24%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 807,139 22%
% High Net Worth 70.13% 9%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

178M 152M 127M 101M 76M 51M 25M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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