Crossover Capital Brands LLC
● SEC registered since 2023CRD 326625SEC# 801-128013Yardley, PA
Reg. AUM
$179.5M
Employees
3
Accounts
458
Location
Yardley, PA
Crossover Capital Brands LLC assets under management
Crossover Capital Brands LLC is an investment advisory firm registered with the SEC based in Yardley, PA. The firm has been registered since 2023. It reports $179.5 million in regulatory assets under management and employs 3 people.
Crossover Capital Brands LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander M. Pron Control | Founder / Wealth Strategist | Over 75% | 2023 |
| Matthew Ashley Swendiman | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Crossover Capital Brands LLC manage?
Crossover Capital Brands LLC reports $179.5 million in regulatory assets under management on its Form ADV.
How many employees does Crossover Capital Brands LLC have?
Crossover Capital Brands LLC reports 3 employees.
Where is Crossover Capital Brands LLC located?
Crossover Capital Brands LLC is based in Yardley, PA and has been SEC-registered since 2023.
Does Crossover Capital Brands LLC disclose fund performance?
Crossover Capital Brands LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 113b Floral Vale Blvd, #3, Yardley, PA 19067 |
| Phone | 215-396-5580 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179.5M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$179.5Mregulatory AUM
Discretionary $161.2MNon-discretionary $18.3M