Andrew Lancaster
Crosspoint Capital Management · Orinda, California
Andrew Lancaster is a fee-only financial advisor at Crosspoint Capital Management in Orinda, California, who holds the CFP credential. Crosspoint Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Crosspoint Capital Management |
|---|---|
| Based in | Orinda, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $117M across 288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6677717 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.crosspointcm.com |
| Profile |
How Andrew's firm compares
- Crosspoint Capital Management's average account is about $406,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Andrew
Is Andrew Lancaster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Crosspoint Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Crosspoint Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Lancaster based?
Andrew Lancaster is based in Orinda, California.
What credentials does Andrew Lancaster hold?
Andrew Lancaster holds the CFP credential.
Is Andrew Lancaster registered with the SEC?
Yes. Andrew Lancaster is registered as an investment adviser representative in CA (CRD 6677717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crosspoint Capital Management manage?
Crosspoint Capital Management reports $117M across 288 accounts in assets under management.
How do I contact Andrew Lancaster?
Through Andrew's website, www.crosspointcm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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