Crosspoint Capital Strategies, Llc
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 254
- Avg AUM / client
- $461K
- Accounts
- 288
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29 | $9.0M | 7.69% |
| High net worth individuals | 10 | $19.0M | 16.2% |
| Other investment advisers | 213 | $82.0M | 70.1% |
| Corporations and other businesses | 2 | $7.0M | 5.98% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Salvatore Cantando | Managing Member, Chief Executive Officer, Chief Compliance Officer | Feb 2018 (9y) | ≈ 56.25% – 100% via Crosspoint Capital Management, Llc | |
| Andrew Lancaster | Registered representative | CFP | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crosspoint Capital Management, Llc | Managing Member | Feb 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Anthony Salvatore Cantando: 75% – 100% of Crosspoint Capital Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 05/06/2026 | 1.21 MB | 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $52.0M (44% of AUM) May 2026
- Fidelity Brokerage Services $39.0M (33% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 13, 2026.
View current Form ADV (SEC/IAPD) ↗