Crossover Capital Brands provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Crossover Capital Brands reports 99 clients. They include 64 high-net-worth individuals and 35 individual clients. Of its assets, 89.8% ($161M across 438 accounts) are managed with discretion; $18.3M across 20 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 4% |
| High-net-worth individuals | 65% | 96% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 35 | $7.4M | 4.1% | $212K |
| High-net-worth individuals | 64 | $171M | 95.6% | $2.68M |
| Corporations and other businesses | Fewer than 5 | $564K | 0.3% | — |
| Total | 99 | $179M | 100% | — |
- Clients
- 35
- Regulatory AUM
- $7.4M
- AUM share
- 4.1%
- Avg. per client
- $212K
- Clients
- 64
- Regulatory AUM
- $171M
- AUM share
- 95.6%
- Avg. per client
- $2.68M
- Clients
- Fewer than 5
- Regulatory AUM
- $564K
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 99
- Regulatory AUM
- $179M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Crossover Capital Brands is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation. 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, Consulting and Performance Reporting
- Financial planning, consulting and performance reporting are billed on a fixed fee or hourly basis, as set in the advisory agreement.
Alexander Pron owns 75% or more of Crossover Capital Brands. The leadership team of Crossover Capital Brands includes Chief Compliance Officer Matthew Swendiman. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Crossover Capital Brands LLC
Alexander Pron
Control person · since March 2023
Crossover Capital Brands’ regulatory assets grew Infinity× from $0 (August 2023) to $179M (June 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $179M | 99 | 3 | 1 |
| Mar 2025March 2025 | $150M | 81 | 2 | 1 |
| Apr 2024April 2024 | $122M | 255 | 2 | 1 |
| Aug 2023August 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, Crossover Capital Brands has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 113b Floral Vale BLVD, #3, YardleyHQ
Contact and registration details
- Legal name
- Crossover Capital Brands LLC
- Headquarters
- 113b Floral Vale BLVD, #3, Yardley, PA 19067
- Website
- crosscapadvisors.com
- Phone
- 215-396-5580
- @crossover-capital-advisors
- SEC file
- 801-128013
- Structure
- Delaware LLC
- Fiscal year end
- December
Crossover Capital Brands’ named custodian for separately managed accounts is Fidelity ($176M). Crossover Capital Brands does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $176M100%
At year end, Crossover Capital Brands’ separately managed accounts were mostly in funds (59%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds59%
- Registered funds54%
- Pooled vehicles5%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
How many clients does Crossover Capital Brands have?
Crossover Capital Brands has 99 clients and manages $179 million for them, as of June 2026. They include 64 high-net-worth individuals and 35 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Crossover Capital Brands offer?
Crossover Capital Brands provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Crossover Capital Brands use?
Crossover Capital Brands’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $176M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Crossover Capital Brands have?
Crossover Capital Brands has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 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 Crossover Capital Brands invest in?
At the end of its last fiscal year, Crossover Capital Brands’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 5% pooled vehicles (private funds and similar), 3% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crossover Capital Brands?
Crossover Capital Brands’ direct owner is Alexander Pron (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Crossover Capital Brands get paid?
Crossover Capital Brands is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions 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 Crossover Capital Brands?
Crossover Capital Brands’ main office is at 113b Floral Vale BLVD, #3, Yardley, PA 19067. Its phone number is 215-396-5580. Its website is crosscapadvisors.com.
