Crossroads Advisor Network Llc
- Regulatory AUM
- $1.1M
- Discretionary
- $0
- Clients
- 3
- Avg AUM / client
- $366K
- Accounts
- 3
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $1.1M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacy Ryan Hixon | Owner, President, Ceo | Jun 2021 (5y) | ≈ 37.5% – 75% via Advisor Systems, Inc. | |
| Sims, Jeffrey, Scott | Owner, Cfo, Vp | Jun 2021 (5y) | ≈ 37.5% – 75% via Advisor Systems, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Advisor Systems, Inc. | Parent Company | Jun 2021 | 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):
- Jacy Ryan Hixon: 50% – 75% of Advisor Systems, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Sims, Jeffrey, Scott: 50% – 75% of Advisor Systems, Inc. × 75% – 100% direct ≈ 37.5% – 75% 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) | 03/29/2026 | 1.09 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting 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 29, 2026.
View current Form ADV (SEC/IAPD) ↗