Cross Financial Advisors, LLC
● SEC registered since 2017CRD 287686SEC# 801-110589Portland, OR
Reg. AUM
$481.8M
Employees
12
Accounts
2,907
Location
Portland, OR
Cross Financial Advisors, LLC assets under management
Cross Financial Advisors, LLC operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2017. It reports $481.8 million in regulatory assets under management and employs 12 people.
Cross Financial Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cf Advisory, LLC Control | Owner | Over 75% | 2025 |
| Jay S. Torgerson Control | Alternative Regulatory Contact | Under 5% | 2017 |
| Mathew Dean Whiteaker Control | Chief Compliance Officer | Under 5% | 2017 |
| Cf Aggregatorco, LLC Control | Owner | 25-50% | 2025 |
| Crete PA Holdco, LLC Control | Owner | 50-75% | 2025 |
| Crete PA Parent, LLC Control | Owner | Over 75% | 2025 |
| Crete Professionals Alliance, LLC Control | Owner | Over 75% | 2025 |
| Jay S. Torgerson Control | Owner | 50-75% | 2025 |
| Mathew Dean Whiteaker Control | Owner | 50-75% | 2025 |
| Zbs Partners I LP Control | Owner | 50-75% | 2025 |
Frequently asked questions
How much does Cross Financial Advisors, LLC manage?
Cross Financial Advisors, LLC reports $481.8 million in regulatory assets under management on its Form ADV.
How many employees does Cross Financial Advisors, LLC have?
Cross Financial Advisors, LLC reports 12 employees.
Where is Cross Financial Advisors, LLC located?
Cross Financial Advisors, LLC is based in Portland, OR and has been SEC-registered since 2017.
Does Cross Financial Advisors, LLC disclose fund performance?
Cross Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11600 SW Shilo Lane, Suite 100, Portland, OR 97225 |
| Phone | (503) 430-0563 |
| Fax | (971) 249-0293 |
| Office hours | 8:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$481.8M▲ 15%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$481.8Mregulatory AUM
Discretionary $481.8M