DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CROSS FINANCIAL ADVISORS

CROSS FINANCIAL ADVISORS, LLC, CRD 287686

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c925602c-4ae6-f089-e16c-7394f5dedddc

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 8
On other graphs: 0
Observed: May 8, 2017 to Jul 9, 2026
53 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=12.0
Regulatory AUM: $482MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $482M
Private client RAUM: $468MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $43.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 11
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 2,907
Individual clients: 1,283
High net worth clients: 548
Custody, client assets: $48.5M
SEC number: 801-110589
CRD: 287686
Filings on the tape: 53
First filed: May 8, 2017
Latest filed: Jul 9, 2026
Organised: Limited Liability Company, OR
Website: crossfinancialmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS BYRNES OUIMETTE	n/a	PORTLAND, OR	9	36	3	yes
MATTHEW JOSEPH CONTI	n/a	PORTLAND, OR	9	28	1	yes
BRIAN MATTHEW CLARK	n/a	PORTLAND, OR	9	23	1	yes
JAY S. TORGERSON	n/a	PORTLAND, OR	9	25	n/a	yes
JERALD DAVIN LYDA	n/a	PORTLAND, OR \| NEWBERG, OR	9	20	1	yes
COREY SCOTT LEVINE	n/a	PORTLAND, OR	9	37	1	yes
ANKIT PALAN	n/a	PORTLAND, OR	8	11	n/a	yes
MIHEI M EGOROFF	n/a	PORTLAND, OR \| Lake Oswego, OR	6	12	n/a	yes
KARI ANNE BILLETTE	n/a	NEWBERG, OR \| PORTLAND, OR	4	13	n/a	yes
MATHEW DEAN WHITEAKER	n/a	PORTLAND, OR	0	27	n/a	yes
CAMERON Lynn JENSEN	Certified Financial Planner	FULSHEAR, TX \| PORTLAND, OR	0	21	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TORGERSON, JAY, S.	MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT	D	yes	07/2017	May 8, 2017	Aug 1, 2024
WHITEAKER, MATHEW, DEAN	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	yes	04/2017	May 8, 2017	Aug 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BOTTAINI, GALLUCCI, AND O'HANLON P.C.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Beaverton	Or	United States	11	yes
Portland	Or	United States	2	no
Salem	Or	United States	2	no
Tualatin	Or	United States	2	yes
n/a	n/a	n/a	2	yes
LAKE OSWEGO	Or	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$482M	$482M	12	11	6	n/a	n/a
2024	Apr 9, 2025	$419M	$419M	14	14	7	n/a	n/a
2023	Mar 12, 2024	$346M	$346M	15	15	7	n/a	n/a
2022	Mar 29, 2023	$286M	$286M	16	16	7	n/a	n/a
2021	Mar 2, 2022	$340M	$340M	16	16	6	n/a	n/a
2020	Mar 25, 2021	$258M	$258M	15	15	4	n/a	n/a
2019	Mar 18, 2020	$213M	$212M	15	15	4	n/a	n/a
2018	Mar 21, 2019	$159M	$159M	14	14	5	n/a	n/a
2017	Mar 21, 2018	$134M	$133M	15	15	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	4	-3	36.4%	0	0	0	1	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$482M	$419M	15.0%	$286M	19.0%	12	14	6	7

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROCK CREEK WEALTH MANAGEMENT	3	Feb 23, 2026	Feb 23, 2026	PORTLAND, OR	Team lift out	RIA to new firm	23.1%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Dec 21, 2017	Jun 29, 2017	HOOD RIVER, OR	Team lift out	Other	0.0%

Relationships

Registered with (18)

← CAMERON Lynn JENSENAdvisorregistration: current employment
Feb 24, 2026 to presentfactForm ADV
← MATHEW DEAN WHITEAKERAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← KARI ANNE BILLETTEAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV
← MIHEI M EGOROFFAdvisorregistration: current employment
Jan 15, 2020 to presentfactForm ADV
← ANKIT PALANAdvisorregistration: current employment
Nov 15, 2017 to presentfactForm ADV
← COREY SCOTT LEVINEAdvisorregistration: current employment
Jul 18, 2017 to presentfactForm ADV
← THOMAS BYRNES OUIMETTEAdvisorregistration: current employment
Jun 29, 2017 to presentfactForm ADV
← MATTHEW JOSEPH CONTIAdvisorregistration: current employment
Jun 29, 2017 to presentfactForm ADV
← BRIAN MATTHEW CLARKAdvisorregistration: current employment
Jun 29, 2017 to presentfactForm ADV
← JAY S. TORGERSONAdvisorregistration: current employment
Jun 29, 2017 to presentfactForm ADV
← JERALD DAVIN LYDAAdvisorregistration: current employment
Jun 29, 2017 to presentfactForm ADV
← ROBERT RANDALL MORRISONAdvisorregistration: previous registration
Jun 29, 2017 to Feb 23, 2026factForm ADV
← DANIEL W RETZLAFFAdvisorregistration: previous registration
Jun 29, 2017 to Feb 23, 2026factForm ADV
← KYLE RYAN PARSONSAdvisorregistration: previous registration
Jun 29, 2017 to Feb 23, 2026factForm ADV
← GREGORY SCOTT LESTERAdvisorregistration: previous registration
Jun 29, 2017 to Dec 5, 2025factForm ADV
← HAYDEN SCOTT PETERSONAdvisorregistration: previous registration
Jan 26, 2022 to Jan 3, 2024factForm ADV
← ROBERT JOSEPH SEVERDIAAdvisorregistration: previous registration
Jun 29, 2017 to Oct 5, 2022factForm ADV
← KATHY LYNN PHILLIPSAdvisorregistration: previous registration
Jun 29, 2017 to Jul 25, 2017factForm ADV

Moved with (1)

→ ROCK CREEK WEALTH MANAGEMENTRegistered adviser3 advisors, team lift out, same day
Feb 23, 2026 to Feb 23, 2026factForm ADV

Controls (2)

← WHITEAKER, MATHEW, DEANOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
May 8, 2017 to Aug 1, 2024factForm ADV
← TORGERSON, JAY, S.OwnerMANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT, ownership code D, individual
May 8, 2017 to Aug 1, 2024factForm ADV

Dated events

Occurred
Feb 23, 2026
Team lift-out
3 advisors left Cross Financial Advisors (Portland, OR) for Rock Creek Wealth Management on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Feb 23, 2026
Advisor changed firm
Robert Randall Morrison left Cross Financial Advisors for Rock Creek Wealth Management (registered 2026-02-23)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2026
Advisor changed firm
Daniel W Retzlaff left Cross Financial Advisors for Rock Creek Wealth Management (registered 2026-02-18)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2026
Advisor changed firm
Kyle Ryan Parsons left Cross Financial Advisors for Rock Creek Wealth Management (registered 2026-02-18)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2025
Advisor changed firm
Gregory Scott Lester left Cross Financial Advisors for Osaic Wealth, Inc. (registered 2025-10-01)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Advisor changed firm
Hayden Scott Peterson left Cross Financial Advisors for Finance Wisdom (registered 2024-01-02)
Form ADVobserved 5 days ago
Occurred
Oct 5, 2022
Advisor changed firm
Robert Joseph Severdia left Cross Financial Advisors for Nest Financial Planning, Llc (registered 2022-10-07)
Form ADVobserved 5 days ago
Occurred
May 8, 2017
First Form ADV filing
Cross Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c925602c-4ae6-f089-e16c-7394f5dedddc
First observed: May 8, 2017
Last observed: Jul 9, 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.

CROSS FINANCIAL ADVISORS

CROSS FINANCIAL ADVISORS, LLC, CRD 287686

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c925602c-4ae6-f089-e16c-7394f5dedddc

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS BYRNES OUIMETTE

n/a

PORTLAND, OR

yes

MATTHEW JOSEPH CONTI

n/a

PORTLAND, OR

yes

BRIAN MATTHEW CLARK

n/a

PORTLAND, OR

yes

JAY S. TORGERSON

n/a

PORTLAND, OR

n/a

yes

JERALD DAVIN LYDA

n/a

PORTLAND, OR | NEWBERG, OR

yes

COREY SCOTT LEVINE

n/a

PORTLAND, OR

yes

ANKIT PALAN

n/a

PORTLAND, OR

n/a

yes

MIHEI M EGOROFF

n/a

PORTLAND, OR | Lake Oswego, OR

n/a

yes

KARI ANNE BILLETTE

n/a

NEWBERG, OR | PORTLAND, OR

n/a

yes

MATHEW DEAN WHITEAKER

n/a

PORTLAND, OR

n/a

yes

CAMERON Lynn JENSEN

Certified Financial Planner

FULSHEAR, TX | PORTLAND, OR

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TORGERSON, JAY, S.

MANAGING MEMBER / ALTERNATIVE REGULATORY CONTACT

yes

07/2017

May 8, 2017

Aug 1, 2024

WHITEAKER, MATHEW, DEAN

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

04/2017

May 8, 2017

Aug 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BOTTAINI, GALLUCCI, AND O'HANLON P.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Beaverton

United States

yes

Portland

United States

Salem

United States

Tualatin

United States

yes

n/a

yes

LAKE OSWEGO

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$482M

n/a

2024

Apr 9, 2025

$419M

n/a

2023

Mar 12, 2024

$346M

n/a

2022

Mar 29, 2023

$286M

n/a

2021

Mar 2, 2022

$340M

n/a

2020

Mar 25, 2021

$258M

n/a

2019

Mar 18, 2020

$213M

$212M

n/a

2018

Mar 21, 2019

$159M

n/a

2017

Mar 21, 2018

$134M

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

36.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$482M

$419M

15.0%

$286M

19.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROCK CREEK WEALTH MANAGEMENT

Feb 23, 2026

PORTLAND, OR

Team lift out

RIA to new firm

23.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Dec 21, 2017

Jun 29, 2017

HOOD RIVER, OR

Team lift out

Other

0.0%