William Anderson Pusey
Investment adviser representative at Crossgrain Family Investments, LLC
11 yearsExperience
2 statesRegistered in
$177.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Crossgrain Family Investments, LLCJan 2022 to now
- Kimble Advisory LLCApr 2019 to Dec 2021
- Keel Point Capital, LLCJan 2015 to Mar 2019
- Keel Point, LLCJan 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Crossgrain Family Investments, LLC
$177.6MAssets managed
77Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4700336
- Firm CRD
- 318373