Crossvault Capital Management LLC

Crossvault Capital Management LLC (CRD# 109471) is a financial advisory firm headquartered in San Antonio, TX. They manage $259,431,675 in 316 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $820,986
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Crossvault Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Laura L. Ehrenbergchesler
CRD#: 1292076
7373 Broadway, Suite 107, San Antonio, TX 78209
93
Wealthminder
score

Laura Ehrenbergchesler (CRD# 1292076) is an Investment Advisor Representative working at Crossvault Capital Management LLC in San Antonio, TX and has over 32 years of experience in the finance industry.

2
Marilou M. Long
CRD#: 4368094
7373 Broadway, Suite 107, San Antonio, TX 78209
90
Wealthminder
score

Marilou Long (CRD# 4368094) is an Investment Advisor Representative working at Crossvault Capital Management LLC in San Antonio, TX and has 1 year of experience in the finance industry.

3
Sarah C. Doerr
CRD#: 1384868
7373 Broadway, Suite 107, San Antonio, TX 78209
87
Wealthminder
score

Sarah Doerr (CRD# 1384868) is an Investment Advisor Representative working at Crossvault Capital Management LLC in San Antonio, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.