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Crosswell Advisors, LLC (San Antonio)


Crosswell Advisors, LLC is an adviser based in San Antonio. It manages $16.42 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

Crosswell Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crosswell Advisors: assets under management

The assets under management (AUM) of Crosswell Advisors, LLC is $16.42 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $16.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crosswell Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Crosswell Advisors, LLC performs its advisory services is located at 607 Mello Oak, San Antonio, TX 78258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-492-3725 or by fax 210-568-6544. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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