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CROSSGRAIN FAMILY INVESTMENTS, LLC
CRD 318373 · SEC 801-123143
OH, United States
Phone
804-217-2561
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.6M
Discretionary AUM
$177.6M
Team
2 total employees; 2 advisory reps; 30 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCO - INVESTMENT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $4.4M |
| High net worth individuals | 54 | $126.3M |
| Charitable organizations | 2 | $3.9M |
| Corporations/business entities | 5 | $42.9M |
States served
OH, VA, TX
All web addresses on file
Official SEC filing: View on IAPD