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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crux Wealth Advisors have?","answer":"Crux Wealth Advisors has 11 investment adviser representatives registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crux Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Crux Wealth Advisors’ separately managed accounts held 60% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 2% investment grade corporate 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Crux Wealth Advisors?","answer":"Crux Wealth Advisors’ direct owner is Travis Alexander (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crux Wealth Advisors get paid?","answer":"Crux Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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