# Washington Crossing Advisors

Washington Crossing Advisors is a Bank / Wealth / Trust based in Morristown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Morristown, United States
- **Region:** North America
- **Address:** Morristown, NJ, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** washingtoncrossingadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/washington-crossing-advisors

## Regulatory record

- **CRD number:** 281511
- **SEC file number:** 801-108807
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281511

## About

Washington Crossing Advisors is an SEC-registered investment adviser in Morristown, NJ, registered since 2017. The firm manages $2.0 billion in regulatory assets. It has 10 employees and 5 investment advisers.

## People

- Kevin Caron — Senior Portfolio Manager

## Questions

### Who runs investment decisions at Washington Crossing Advisors?

Kevin Caron, a CFA charterholder, serves as senior portfolio manager and is the principal voice on asset allocation. He steers the group's investment committee process, which determines the tactical shifts between equity, fixed-income, and cash positions. The committee's work is informed by an in-house macro research function that Caron leads publicly.

### How does Washington Crossing Advisors source investment ideas?

The firm relies primarily on top-down macroeconomic analysis rather than bottom-up stock picking or private-market sourcing. Its investment committee runs proprietary risk models that assess Federal Reserve policy, earnings trends, and volatility signals. The output is a series of tactical allocation calls that adjust portfolio exposures across broad asset classes.

### Does Washington Crossing Advisors participate in private equity, venture capital, or direct deals?

No. The group's mandates concentrate on liquid public markets — primarily large-cap U.S. equities, investment-grade fixed income, and cash instruments. There is no public record of the group engaging in direct co-investments, private credit origination, or venture-stage allocations.

### What is Washington Crossing Advisors' posture on co-investments alongside external managers?

The firm does not publicly participate in co-investment structures. Its published work and model portfolios reflect a preference for liquid, transparent instruments that can be rebalanced quickly in response to shifts in their tactical outlook, which makes illiquid co-investment vehicles incompatible with their process.

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- [Washington County Community Foundation](https://altss.com/profile/washington-county-community-foundation)
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Last updated: 2026-07-08T22:38:32.219Z

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