RIA Intel›Advisers›Texas›CROSS CONSULTING AND SERVICES, LLC

CROSS CONSULTING AND SERVICES, LLC

Advisory

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in TX

#2,269

of 2,813 advisers by AUM

Average account

$555K

across 25 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$8K

Discretionary %99.9%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

17 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

BASKETS CAPITAL LLC

$14M

LUMINARY WEALTH ADVISORS, LLC

$14M

JMJRG, INC

CORPUS CHRISTI, TX

$14M

SUREPATH WEALTH MANAGEMENT, LLC

FRISCO, TX

$14M

PREMCA LLC

$14M

TIERCEL CAPITAL TEXAS LLC

HOUSTON, TX

$14M

Get the full picture on CROSS CONSULTING AND SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CROSS CONSULTING AND SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans