RIA Intelligence

CROSSOVER CAPITAL BRANDS LLC

Legal name: CROSSOVER CAPITAL

CRD #326625 SEC #801-128013 YARDLEY, PA 215-396-5580
SEC Registered
Total AUM
$150.1M
Discretionary
$133.5M
Employees
2
Clients
0
Accounts
323

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
PLUMMER, CHRISTOPHER, GEORGEICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
SIZEMORE, STACY, LEIGHICHIEF COMPLIANCE OFFICERNA Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
Pron, Alexander, M.IFOUNDER / WEALTH STRATEGISTE Control
STATHES, NICHOLASIOWNERE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

NJ PA TX

Address

113B FLORAL VALE BLVD
YARDLEY, PA 19067
United States
Phone: 215-396-5580