CrossGrain Family Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$177,570,614
Total clients
70
77% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$2,536,723
About
CrossGrainFI Family Investments, LLC is an SEC-registered, fee-only concierge family wealth advisor that provides financial planning, investment management, and tax strategy services to high-net-worth individuals and families. The firm manages individually tailored portfolios and offers advice on incorporating existing holdings into an overall investment plan.
The firm combines active and passive management and uses asset-allocation frameworks alongside technical and cyclical analysis and mutual fund/ETF manager evaluation to align portfolios with client objectives and tax considerations. CrossGrainFI also advises accredited and qualified clients on private investment opportunities—including private real estate and private equity—and works to integrate those holdings into clients’ broader strategies while leaving final investment decisions with the client.
CrossGrainFI operates with a small advisory team supervising a concentrated client base and a substantial amount of assets under management, reflecting a high-touch, family-oriented model. Noteworthy distinctions include its explicit focus on co-investment and private-placement advisory for qualified investors, a fee-only compensation model without third-party product commissions, and a practice in which clients retain responsibility for proxy voting.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $3,000,000 for investment management services, $500,000 for co-investment services Minimum fee: $10,000 per year ($2,500 per quarter) minimum fee for Investment Management Services, may be waived or reduced at advisor's discretion Fee-only: Fee-only firm, compensated solely by clients, no commissions or sales-related compensation
Main office location
CrossGrain Family Investments, LLC
Henrico VA, United States
Number of offices
1
Most active in
Ohio · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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