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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY

CLIENT-CENTERED CROSS-BORDER FINANCIAL PLANNING LTD., CRD 140373

KHLONG TAN, KHLONG TOEI, BANGKOK

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:e6190d87-631f-c6eb-9fe1-cd2a5b052d41

Data as of Mar 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2012 to Mar 21, 2026
22 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 10
High net worth clients: 34
SEC number: 801-66802
CRD: 140373
Filings on the tape: 22
First filed: Feb 14, 2012
Latest filed: Mar 21, 2026
Organised: Other (specify)

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
CREVELING, CHAD, EDWARD	EXECUTIVE DIRECTOR	D	yes	03/2006	Feb 14, 2012	Oct 28, 2024
CREVELING, PEGGY, ANNE	CHIEF COMPLIANCE OFFICER/EXECUTIVE DIRECTOR	D	yes	03/2006	Feb 14, 2012	Oct 28, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Independence	Oh	United States	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 21, 2026	$0	$0	3	3	1	n/a	n/a
2024	Jan 15, 2025	$0	$0	3	3	1	n/a	n/a
2023	Feb 16, 2024	n/a	n/a	2	2	1	n/a	n/a
2022	Feb 1, 2023	n/a	n/a	2	2	1	n/a	n/a
2021	Feb 9, 2022	n/a	n/a	2	2	1	n/a	n/a
2020	Mar 15, 2021	n/a	n/a	2	2	0	n/a	n/a
2019	Mar 11, 2020	n/a	n/a	2	2	0	n/a	n/a
2018	Mar 1, 2019	n/a	n/a	2	2	0	n/a	n/a
2017	Mar 5, 2018	n/a	n/a	2	2	0	n/a	n/a
2016	Mar 15, 2017	n/a	n/a	2	2	n/a	n/a	n/a
2015	Mar 8, 2016	n/a	n/a	2	2	n/a	n/a	n/a
2014	Mar 12, 2015	n/a	n/a	2	2	n/a	n/a	n/a
2013	Mar 25, 2014	n/a	n/a	2	2	n/a	n/a	n/a
2012	Feb 1, 2013	n/a	n/a	2	2	n/a	n/a	n/a
2011	Mar 1, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

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	$0	$0	n/a	n/a	n/a	3	3	1	1

Relationships

Controls (2)

← CREVELING, PEGGY, ANNEOwnerCHIEF COMPLIANCE OFFICER/EXECUTIVE DIRECTOR, ownership code D, individual
Feb 14, 2012 to Oct 28, 2024factForm ADV
← CREVELING, CHAD, EDWARDOwnerEXECUTIVE DIRECTOR, ownership code D, individual
Feb 14, 2012 to Oct 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6190d87-631f-c6eb-9fe1-cd2a5b052d41
First observed: Feb 14, 2012
Last observed: Mar 21, 2026 6 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.

CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY

CLIENT-CENTERED CROSS-BORDER FINANCIAL PLANNING LTD., CRD 140373

KHLONG TAN, KHLONG TOEI, BANGKOK

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:e6190d87-631f-c6eb-9fe1-cd2a5b052d41

Data as of Mar 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CREVELING, CHAD, EDWARD

EXECUTIVE DIRECTOR

yes

03/2006

Feb 14, 2012

Oct 28, 2024

CREVELING, PEGGY, ANNE

CHIEF COMPLIANCE OFFICER/EXECUTIVE DIRECTOR

yes

03/2006

Feb 14, 2012

Oct 28, 2024

City

State

Country

Employees

Also broker-dealer

Independence

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 21, 2026

n/a

2024

Jan 15, 2025

n/a

2023

Feb 16, 2024

n/a

2022

Feb 1, 2023

n/a

2021

Feb 9, 2022

n/a

2020

Mar 15, 2021

n/a

2019

Mar 11, 2020

n/a

2018

Mar 1, 2019

n/a

2017

Mar 5, 2018

n/a

2016

Mar 15, 2017

n/a

2015

Mar 8, 2016

n/a

2014

Mar 12, 2015

n/a

2013

Mar 25, 2014

n/a

2012

Feb 1, 2013

n/a

2011

Mar 1, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a