Crossover Capital Trading LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,101,707
Clients
10
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$110,171
About
The firm provides discretionary portfolio management to individual clients using a proprietary price-momentum trading model applied to continuously priced assets. As of December 2024 it manages about $1.1 million across ten client accounts and does not take custody of client assets, executing trades through Interactive Brokers.
The investment approach relies solely on price-based signals to trade exchange-traded funds, often using leveraged (typically 3x) and inverse ETFs when clients permit, with typical holding periods of three to four days and overall market exposure under 20% of the year. The strategy emphasizes short-term momentum trades, daily monitoring, aggregation of client orders for common execution prices, and a practice of locking in losses rather than waiting for recoveries.
Distinctive features include the use of a performance-based compensation arrangement in place of the more common percentage-of-AUM model among peers, and procedures to aggregate trades so clients receive the same average execution price. The firm’s small scale and client base, combined with founders’ multi-decade institutional trading experience and a concentrated, high-frequency ETF strategy, set it apart from many other independent advisory practices.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Fee options
Commissions charged by Interactive Brokers at approximately 5 basis points per trade, negotiable.
20% of profits paid quarterly, negotiable based on client account size; alternatively, 0.25% (25 basis points) of account value charged quarterly if performance fee standards are not met.
Account minimum: $1,000,000
Main office location
Crossover Capital Trading LLC
Germantown WI, United States
Number of offices
1
Most active in
Crossover Capital Trading LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")