Updated:Jun 3, 2026

Crossroads Planning

Crossroads Planning is an RIA with no public data on AUM, principals, or investment strategy. Profile based on limited public records.

Crossroads Planning

CROSSROADS PLANNING is an SEC-registered investment adviser in ORANGE, CA. The firm manages approximately $63 million in regulatory assets. It has 4 employees and 2 investment advisers.

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General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

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Country

—

City

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Corporate office

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Who runs investment decisions at Crossroads Planning?

No named CIO, CEO, or managing principal has been publicly identified for Crossroads Planning. The firm does not appear in major databases or publications with named leadership. Investment decisions may be handled internally by unnamed professionals.

Is Crossroads Planning a single family office or a multi-family office?

Crossroads Planning is registered as an RIA, but its precise structure — single-family office, multi-family office, or independent advisory firm — is not publicly documented. No client or principal wealth origin has been disclosed.

Does Crossroads Planning manage assets for institutions or only individuals?

Public records do not specify Crossroads Planning's client base. The firm's RIA registration typically allows serving both individuals and institutions, but no institutional mandates have been reported in any source.

What investment stages or asset classes does Crossroads Planning target?

No investment strategy, stage, or asset class has been publicly disclosed by Crossroads Planning. The firm may focus on traditional financial planning and portfolio management, but this is speculative.

How can one verify Crossroads Planning's regulatory standing?

Crossroads Planning is a registered investment advisor, but its SEC or state filings have not been reviewed in this profile. Interested parties should check the SEC's Investment Advisor Public Disclosure (IAPD) database for the firm's filing history.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.