William Pusey
CrossGrain Family Investments · Henrico, Virginia
William Pusey is a fee-only financial advisor at CrossGrain Family Investments in Henrico, Virginia. William focuses on family wealth transfer. CrossGrain Family Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CrossGrain Family Investments |
|---|---|
| Based in | Henrico, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $177.6M across 220 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4700336 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.crossgrainfi.com |
| Profile |
How William's firm compares
- CrossGrain Family Investments's average account is about $807,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about William
Is William Pusey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and CrossGrain Family Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, CrossGrain Family Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Pusey based?
William Pusey is based in Henrico, Virginia.
What does William specialize in?
William's specialties include family wealth transfer.
Is William Pusey registered with the SEC?
Yes. William Pusey is registered as an investment adviser representative in TX and VA (CRD 4700336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CrossGrain Family Investments manage?
CrossGrain Family Investments reports $177.6M across 220 accounts in assets under management.
How do I contact William Pusey?
Through William's website, www.crossgrainfi.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
- CrossGrain Family Investments website : specialties, clients served, and fees, checked October 30, 2026
- 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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