Washington Crossing Advisors Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 3,257
- Avg AUM / client
- $623K
- Accounts
- 3,257
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,097 | $1.7B | 81.6% |
| High net worth individuals | 55 | $191M | 9.43% |
| Banking or thrift institutions | 7 | $17.3M | 0.85% |
| Pooled investment vehicles (non-investment companies) | 21 | $30.3M | 1.5% |
| Pension and profit sharing plans | 3 | $1.2M | 0.06% |
| Charitable organizations | 64 | $116M | 5.72% |
| Corporations and other businesses | 10 | $18.0M | 0.89% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Ashley Morganlander | Co Chief Investment Officer | May 2016 (10y) | Less than 5% | |
| Kevin Raymond Caron | Co Chief Investment Officer | CFA | May 2016 (10y) | Less than 5% |
| Stein, Avi, L | Chief Financial Officer | Mar 2020 (6y) | Less than 5% | |
| Spero, Michael, Alexander | Chief Compliance Officer / Chief Operating Officer | Mar 2022 (4y) | Less than 5% | |
| Matthew Battipaglia | Registered representative | Apr 2017 (9y) | ||
| Steven Jay Lerit | Registered representative | CFA | Apr 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stifel Financial Corp | Shareholder | May 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Stifel, Nicolaus & Company, Incorporated $2.0B (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗