Client Centered Cross Border Financial Planning Ltd.
SEC-registered
Investment Adviser
CRD 140373
· SEC file 801-66802
· Khlong Tan, Khlong Toei, Bangkok
· www.linkedin.com
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ADV data as of Mar 21, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 44
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $0 | — |
| High net worth individuals | 34 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Creveling, Chad, Edward | Executive Director | Mar 2006 (20y) | 50% – 75% | |
| Creveling, Peggy, Anne | Chief Compliance Officer/Executive Director | Mar 2006 (20y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/21/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 21, 2026.
View current Form ADV (SEC/IAPD) ↗