Fee-only adviser · Darien, CT
Cross Island Advisors LLC
Cross Island Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Darien, Connecticut. On its latest Form ADV, filed March 31, 2023, it reports $453M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 292058 · SEC file 801-112465 |
| Office | 450 Mansfield Ave Darien, CT 06854 |
| Phone | (203) 252-7654 |
| Website | www.crossislandadvisors.com |
| Regulatory assets under management | $453M |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2023 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Darien
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See all 17 fee-only advisers in Darien →
Nearby
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- Norwalk 4 firms
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- Old Greenwich 1 firm
- Riverside 1 firm
- Greenwich 22 firms
- Westport 21 firms
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