# Cross Financial Strategies, LLC

Cross Financial Strategies, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://crossfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/stephenjcross

## Regulatory record

- **CRD number:** 301085
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301085

## About

CROSS FINANCIAL STRATEGIES, LLC is a state-registered investment adviser with $32 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at Cross Financial Strategies?

No named principals or investment decision-makers have been publicly identified. The firm's registered agent is listed as a third-party service in Delaware, and no insider roles appear in any public record consulted.

### Does Cross Financial Strategies participate in fund commitments or only direct deals?

There is no public evidence of fund commitments, direct investments, or any portfolio activity. The firm's investment posture, if any, remains unverifiable.

### What investment stages does Cross Financial Strategies typically target?

No investment-stage preferences have been disclosed. The firm's target horizon, liquidity profile, and risk posture are unknown.

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- [Blueprint Financial Services](https://altss.com/profile/blueprint-financial-services)
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Last updated: 2026-07-06T01:24:14.882Z

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