CROSS FINANCIAL ADVISORS, LLC

Legal name: CROSS FINANCIAL ADVISORS

CRD #287686 SEC #801-110589 BEAVERTON, OR (503) 430-0563

SEC Registered

Total AUM

$418.9M

Discretionary

$418.9M

Employees

Clients

101

Accounts

2,966

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oregon
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 8, 2025
Branch Offices: 6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
TORGERSON, JAY, S.	I	ALTERNATIVE REGULATORY CONTACT	NA	Control
TORGERSON, JAY, S.	I	ALTERNATIVE REGULATORY CONTACT	NA	Control
WHITEAKER, MATHEW, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHITEAKER, MATHEW, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CF ADVISORY, LLC	DE	OWNER	E	Control
CF ADVISORY, LLC	DE	OWNER	E	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
TORGERSON, JAY, S.	I	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
WHITEAKER, MATHEW, DEAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Dec 8, 2025 REGISTERED

Notice Filings (21)

AK AL AZ CA CO FL GA ID IL IN MA MD MN MT NV OH OR TX UT VA WA

Address

16100 NW CORNELL ROAD #240
BEAVERTON, OR 97006
United States

Phone: (503) 430-0563