WASHINGTON CROSSING ADVISORS LLC
SEC RegisteredTo Serve Clients and Their Trusted Advisors
About the firm
Washington Crossing Advisors (WCA) offers equity investing, asset allocation, and fixed income portfolio strategies. Their equity process focuses on buying growing, profitable, and well-capitalized businesses at reasonable prices, while their asset allocation suite matches investment objectives with risk tolerance through both passive and active strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity investing, asset allocation portfolios (passive and active), and fixed income corporate bond ladders. Specific strategies include Victory (cash mandate), Rising Dividend (growth of income), Fixed Income (7- and 10-year investment grade corporate bond ladders), Income Builder (balanced 60/40 portfolio), and Conquest (tactical asset allocation ETF portfolios).
Who they serve
Clients and their trusted advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,097 | $1.7B |
| High Net Worth Individuals | 55 | $191M |
| Investment Companies | 7 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 21 | $30M |
| Charitable Organizations | 3 | $1.2M |
| State/Municipal Entities | 64 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity strategies | 0.50% |
| Fixed income strategies | 0.35% |
| Balanced strategies | 0.40% |
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WASHINGTON CROSSING ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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