William A. Pusey

CROSSGRAIN FAMILY INVESTMENTS

Henrico, VA

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CRD#: 4700336

Professional summary

William Anderson Pusey JR., who also goes by William Pusey, is a registered financial advisor currently at CROSSGRAIN FAMILY INVESTMENTS, LLC located in Henrico, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Pusey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

VELPAR INVESTMENTS, INC., TREASURER, SECRETARY, FAMILY INVESTMENT COMPANY, 12450 Walnut Hill Dr., Rockville, VA 23146 - 2002 TO PRESENT APPX 5 JAMES RIVER INVESTMENT, CO. VP,SECRETARY, FAMILY REAL ESTATE COMPANY, PO Box 8446, RICHMOND, VA 23226, 2002 TO PRESENT, 1 HR PAUL H PUSEY FOUNDATION, BOARD MEMBER, FAMILY FOUNDATION, PO BOX 15061, Sarasota, FL 34277. 2013 TO PRESENT, 1HR. MARKEL-EAGLE FUND II, LP,2250 OLD BRICK ROAD, SUITE 200, GLEN ALLEN, VA 23060, MBR OF ADVISORY BOARD, REAL ESTATE FUND, 2011 TO PRESENT, 1 HR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Anderson Pusey JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 3, 2022 - Present

CROSSGRAIN FAMILY INVESTMENTS, LLC

RIA

CRD#: 318373

Henrico, VA

Past

April 1, 2019 - February 10, 2022

KIMBLE ADVISORY, LLC

RIA

CRD#: 290903

RICHMOND, VA

Past

January 8, 2015 - April 1, 2019

KEEL POINT, LLC

RIA

CRD#: 127902

VIENNA, VA

Past

July 22, 2013 - December 31, 2014

KEEL POINT ADVISORS, LLC

RIA

CRD#: 139379

VIENNA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CROSSGRAIN FAMILY INVESTMENTS, LLC

CRD#: 318373 / SEC#: 801-123143

RIA

Registered Investment Advisory firm - (2/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/3/2024)

IAR

Virginia
(2/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/22/2013

Uniform Investment Adviser Law Examination

Current Firm

CROSSGRAIN FAMILY INVESTMENTS, LLC

CRD#: 318373 / SEC#: 801-123143

RIA

Registered Investment Advisory firm - (2/3/2022 Approved)

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Contact information

Main Address

Henrico, VA

Mailing Address

Phone number

(804) 217-2561

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 164,766,074

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William A. Pusey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Anderson Pusey JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSGRAIN FAMILY INVESTMENTS, LLC

KIMBLE ADVISORY, LLC

KEEL POINT, LLC

KEEL POINT ADVISORS, LLC

Primary Firm SEC Registration

CROSSGRAIN FAMILY INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2013

Current Firm

CROSSGRAIN FAMILY INVESTMENTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSGRAIN FAMILY INVESTMENTS, LLC

TRUST BUT VERIFY

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