This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$178MItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$178M

Private client RAUM

$131MderivedItem 5.D individuals plus high net worth individuals

Private client share

74%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$88.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

220

Individual clients

16

High net worth clients

54

SEC number

801-123143

CRD

318373

Filings on the tape

11

First filed

Jan 3, 2022

Latest filed

Jun 25, 2026

Organised

Limited Liability Company, VA

• Occurred

  Feb 10, 2022
  Team lift-out

  2 advisors left Kimble Advisory, LLC (Richmond, VA) for Crossgrain Family Investments, LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Jan 3, 2022
  Succession filed (Item 4)

  Crossgrain Family Investments, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 4 days ago
• Occurred

  Jan 3, 2022
  First Form ADV filing

  Crossgrain Family Investments, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aa4aa009-77da-2ea8-6e9d-e2cd6ffccc47

First observed

Jan 3, 2022

Last observed

Jun 25, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.