| 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 |
Cross Financial Advisors, LLC reports $418.9 million in regulatory assets under management on its Form ADV.
Cross Financial Advisors, LLC reports 14 employees.
Cross Financial Advisors, LLC is based in Beaverton, OR and has been SEC-registered since 2017.
Cross Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16100 NW Cornell Road #240, Beaverton, OR 97006 |
| 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 |
| Discretionary | $418.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $418.9M |