RIA Intel›Advisers›North Carolina›CROSSROADS FINANCIAL SERVICES LLC

CROSSROADS FINANCIAL SERVICES LLC

Advisory

NC

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$184K

across 126 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

41 clients

5 high-net-worth

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

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Advisers of similar size in NC

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

HIGHWIND WEALTH MANAGEMENT, LLC

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GRIGGS CAPITAL MANAGEMENT, LLC

$23M

OLDE TOWNE FINANCIAL MANAGEMENT CO.

$23M

ONE PROVIDENCE CAPITAL, LLC

$23M

RELIANCE FINANCIAL GROUP, INC.

$23M

$23M

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