Cross Staff Investments provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, and insurance. Financial planning was provided to 26–50 clients last fiscal year.
Cross Staff Investments reports 434 clients. They include 264 individual clients, 167 high-net-worth individuals and 3 other clients. Of its assets, 97.8% ($434M across 847 accounts) are managed with discretion; $9.6M across 8 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 20% |
| High-net-worth individuals | 38% | 79% |
| Other | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 264 | $86.7M | 19.5% | $328K |
| High-net-worth individuals | 167 | $349M | 78.6% | $2.09M |
| Other | Fewer than 5 | $8.28M | 1.9% | $2.76M |
| Total | 434 | $443M | 100% | — |
- Clients
- 264
- Regulatory AUM
- $86.7M
- AUM share
- 19.5%
- Avg. per client
- $328K
- Clients
- 167
- Regulatory AUM
- $349M
- AUM share
- 78.6%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.28M
- AUM share
- 1.9%
- Avg. per client
- $2.76M
Total
- Clients
- 434
- Regulatory AUM
- $443M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Cross Staff Investments is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Ongoing Monitoring
- Financial planning and ongoing investment monitoring are billed at a base of $350 an hour, or as an ongoing charge of $1,500 a year paid quarterly or semi-annually in arrears.
Candace Shira owns 75% or more of Cross Staff Investments. The leadership team of Cross Staff Investments includes President Candace Shira, Chief Investment Officer Anthony Filberto and Chief Financial Officer Marvin Engle. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Cross Staff Investments Inc.
Candace Shira
Control person · since December 2012
Cross Staff Investments’ regulatory assets grew from $327M (July 2021) to $443M (May 2026); clients fell from 482 to 434 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $443M | 434 | 4 | 1 |
| Mar 2025March 2025 | $410M | 444 | 4 | 1 |
| May 2024May 2024 | $367M | 436 | 4 | 1 |
| Aug 2023August 2023 | $325M | 478 | 4 | 1 |
| Apr 2022April 2022 | $388M | 462 | 4 | 1 |
| Jul 2021July 2021 | $327M | 482 | 4 | 1 |
Besides its headquarters, Cross Staff Investments has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 115 Sully'S Trail, Suite 8, PittsfordHQ
Contact and registration details
- Legal name
- Cross Staff Investments Inc.
- Headquarters
- 115 Sully'S Trail, Suite 8, Pittsford, NY 14534
- Website
- Not reported
- Phone
- 585-249-1550
- SEC file
- 801-77488
- Founded
- 2012
- Structure
- New York corporation
- Fiscal year end
- December
Cross Staff Investments’ named custodian for separately managed accounts is Charles Schwab ($392M). Cross Staff Investments has custody of $118M for 31 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $392M100%
At year end, Cross Staff Investments’ separately managed accounts were mostly in funds (51%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $178M across 133 positions; the largest are Akre Focus ETF (8.7%), Apple Inc. (7.5%) and Berkshire Hathaway Class B (4.7%).
What the accounts hold
- Stocks41%
- Funds51%
- Cash8%
How many clients does Cross Staff Investments have?
Cross Staff Investments has 434 clients and manages $443 million for them, as of May 2026. They include 264 individual clients, 167 high-net-worth individuals and 3 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026
What services does Cross Staff Investments offer?
Cross Staff Investments provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Cross Staff Investments use?
Cross Staff Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $392M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026
How many financial advisors does Cross Staff Investments have?
Cross Staff Investments has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cross Staff Investments invest in?
At the end of its last fiscal year, Cross Staff Investments’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities and 8% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cross Staff Investments?
Cross Staff Investments’ direct owner is Candace Shira (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 May 2026
How does Cross Staff Investments get paid?
Cross Staff Investments is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cross Staff Investments?
Cross Staff Investments’ main office is at 115 Sully'S Trail, Suite 8, Pittsford, NY 14534. Its phone number is 585-249-1550.