RIA Intel›Advisers›Pennsylvania›CROSSWALK INVESTMENT ADVISORY, INC.

CROSSWALK INVESTMENT ADVISORY, INC.

Advisory

STRASBURG, PA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in PA

#985

of 1,528 advisers by AUM

Average account

$166K

across 385 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients174

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, PA

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

174 clients

15 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 PA

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

MORGAN FINANCIAL INCORPORATED

$64M

NEWLIN CAPITAL PARTNERS, LLC

$64M

WOOD YOUNG & CO INC

$64M

MERION WEALTH PARTNERS, LLC

$64M

SHOEMAKER III, ROBERT, WILLIAM

$64M

BHC TOPCO MANAGEMENT LLC

$63M

Get the full picture on CROSSWALK INVESTMENT ADVISORY, INC.

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

Create a free account →See plans