Mca Cross Border Capital Inc.
- Regulatory AUM
- $64.6M
- Discretionary
- $64.6M
- Clients
- 92
- Avg AUM / client
- $702K
- Accounts
- 208
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $21.6M | 33.4% |
| High net worth individuals | 49 | $43.0M | 66.6% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Altro, Matthew, Chad | President And Trustee | Nov 2022 (4y) | 75% or more | |
| Zheng, Xia, Nmn | Vice President And Trustee | Nov 2022 (4y) | Less than 5% | |
| Vanderhorst, Andrew, T | Chief Investment Officer And Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mca Trust | Owner | Nov 2022 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 03/19/2026 | 1.1 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
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Bank Independent Network $46.2M (72% of AUM) Mar 2026
- Charles Schwab & Co. $18.4M (28% of AUM) Mar 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗