Washington Crossing Advisors LLC

Registered investment adviser · Morristown, NJ · CRD #281511

Form ADV data as of 2026-09-01

Regulatory assets

$2.03 billion

Total accounts

3,257

Employees

Disclosure events

Firm details

Website: http://www.washingtoncrossingadvisors.com
Telephone: 973-549-4052
SEC file number: 801-108807
Most recent Form ADV filing: 2026-04-22
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.03 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$2.03 billion
Discretionary accounts	3,257
Non-discretionary accounts	0
Total accounts	3,257
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	10
Employees performing investment advisory functions (including research)	5
Employees who are registered representatives of a broker-dealer	5
Employees registered as investment adviser representatives with a state	4
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$1.94 billion
Clients for whom a related person has custody	3,092
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsOther

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorCommodity pool operator or commodity trading advisorBanking or thrift institutionTrust companyInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,097	$1.65 billion
High net worth individuals	55	$191.3 million
Banking or thrift institutions	7	$17.3 million
Pooled investment vehicles (other than investment companies and BDCs)	21	$30.3 million
Pension and profit sharing plans (not the participants or government plans)	3	$1.2 million
Charitable organizations	64	$116.0 million
Corporations or other businesses not listed above	10	$18.0 million