SourcingSourcing

CROSS FINANCIAL ADVISORS, LLC

C41
CRD 287686·SEC 801-110589·BEAVERTON, OR
AUM
$481.8M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROSS FINANCIAL ADVISORS, LLC
CRD
287686
SEC file #
801-110589
EIN
—
DBA names
Cross Financial Advisors

Economics

AUM
$481.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$159.3M → $481.8M▲ +203%
Client mix
Individuals Other1,283
Individuals High Net Worth548
Pension Profit Sharing Plans17
Corporations14
Charitable Organizations11

Operations

Employees (total)
12
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
14 advisors → 11 advisors▼ -21%
Primary office
BEAVERTON OR
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
crossfinancialmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CF ADVISORY, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CF ADVISORY, LLC
TORGERSON, JAY, S.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CROSSFINANCIALMGMT.COM
Rdap Domain Creation Date
2007-11-28T05:06:43Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
11
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Lpl Financial8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-28T05:06:43Z
Rdap Domain Last Changed
2025-11-29T18:01:58Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (11)

11
TORGERSON, JAY, S.
IAR · Executive Officer · 2.5%
4275993
WHITEAKER, MATHEW, DEAN
IAR · Executive Officer · 2.5%
3260502
BRIAN MATTHEW CLARK
IAR
3051523
MIHEI M EGOROFF
IAR
7186339
THOMAS BYRNES OUIMETTE
IAR
2009940
ANKIT PALAN
IAR
6508933
KARI ANNE BILLETTE
IAR
7278841
CAMERON Lynn JENSEN
IAR
4189566
MATTHEW JOSEPH CONTI
IAR
3004214
COREY SCOTT LEVINE
IAR
1878968
JERALD DAVIN LYDA
IAR
5109451