Wealth Manager
    SEC Registered
    Manages Private Funds

    Cross State Financial Group LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #282011

    Assets Under Management
    $188M
    Client Accounts
    1,111
    Employees
    10
    CRD Number
    282011
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cross State Financial Group LLC

    Cross State Financial Group LLC is a SEC-registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $188M in regulatory assets across 1,111 client accounts. The firm's full regulatory record is filed with the SEC under CRD #282011.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cross State Financial Group LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cross State Financial Group LLC's AUM?

    Cross State Financial Group LLC reports approximately $188M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cross State Financial Group LLC headquartered?

    Cross State Financial Group LLC is headquartered in Albuquerque, New Mexico.

    What is Cross State Financial Group LLC's CRD number?

    Cross State Financial Group LLC's CRD number is 282011. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cross State Financial Group LLC manage?

    Cross State Financial Group LLC manages approximately 1,111 client accounts according to its latest SEC filing.

    Is Cross State Financial Group LLC SEC registered?

    Yes, Cross State Financial Group LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in New Mexico

    Thornburg Investment Management Inc
    Santa Fe, NM · $54.5B AUM
    Ulrich Investment Consultants
    Albuquerque, NM · $3.6B AUM
    John Moore & Associates Inc
    Albuquerque, NM · $1B AUM
    Redw Wealth LLC
    Albuquerque, NM · $869M AUM
    Zanetti Financial, LLC
    Albuquerque, NM · $809M AUM
    Westwind Capital
    Las Cruces, NM · $796M AUM
    See all top RIA firms in New Mexico →

    Research firms like Cross State Financial Group LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial