In The News

Below, you’ll find links to articles in which our advisors have contributed, firm press releases, and media mentions. Learn more about us by reading our perspective shared in popular publications and articles on topics including wealth management, financial planning, investing, and more.

RayJay breakaway RIA Crux joins Arete Wealth network

In this article, InvestmentNews highlights the new strategic partnership between Crux Wealth Advisors and Arete Wealth, which was initially announced with the news that Crux officially launched as a hybrid Registered Investment Adviser and full-service wealth management firm, breaking away from Raymond James. Arete CEO Joshua Rogers noted, “Our strategic partnership shows a mutual commitment to upholding the highest standards of excellence in wealth management.”

$3 Billion Team Exits Raymond James, Starts Crux Wealth Advisors As Hybrid RIA

Wealth Solutions Report covers the news of Crux Wealth Advisors official launch as a hybrid Registered Investment Adviser and full-service wealth management firm, highlighting CEO Travis Alexander’s growth plan, ““Growth for the sake of growth is not what we’re solving for. Sure, that can have a positive impact on share price or profitability but, oftentimes, it doesn’t correlate to improving client experience and success. That’s what our growth plan is solving for.”

Crux Wealth Advisors Launches Hybrid RIA With $1 Billion AUM

Crux Wealth Advisors was featured in this Financial Advisor Magazine Article detailing the firm’s official launch as a hybrid Registered Investment Adviser and full-service wealth management firm. CEO Travis Alexander explains why he made the move, “We reached a level of scale, experience, and resources that we were ready to provide an environment for clients and our staff and advisors on a fully independent level.”

$1bn California RIA splits from Raymond James

This article from Citywire RIA covers Crux’s breakaway from Raymond James and its official launch as a hybrid Registered Investment Adviser and full-service wealth management firm. CEO Travis Alexander discusses why he made the switch, “The focus is to provide resources, to provide an environment, a cultural experience that fosters the most support and resources and collaboration of our advisors and our whole staff. Ultimately, to impact clients in the most positive, meaningful way.”

Advisor leaves RayJay, going indy with $1B AUM

InvestmentNews covers Crux Wealth Advisors official launch as a hybrid Registered Investment Adviser and full-service wealth management firm in this article, highlighting CEO Travis Alexander’s “contrarian approach” to scaling up the business, focusing on growth that stands to benefit clients, “It’s not about me. It’s not about our core or executive staff making the most money or having the biggest valuation.”

Former Raymond James Advisor Launches $1B AUM RIA

This article from WealthManagement.com details Crux Wealth Advisors' breakaway from Raymond James to launch a hybrid Registered Investment Adviser and full-service wealth management firm. CEO Travis Alexander highlighted what this launch means, "We’re embarking into what I would call phase two of our business. During phase one, we had to establish proof of concept and scale. Ultimately this allowed us to evolve into phase two, where we can truly innovate and optimize the firm without bureaucratic constraints or influences that are out of alignment with our values and vision."

Crux Wealth Advisors launches with $1B in AUM, more on the way

Crux Wealth Advisors was featured in this Financial Planning article, which covered Crux’s launch as a hybrid Registered Investment Adviser and full-service wealth management firm.

New RIA Crux Wealth Advisors Launches With Its First Tranche of $1B+ AUM and Additional Set for 2024

In this news release published in Yahoo Finance, Crux Wealth Advisors announced their official launch as a hybrid Registered Investment Adviser and full-service wealth management firm. CEO Travis Alexander notes Crux’s unique approach in the industry, "We have always taken a contrarian approach to many of the traditional precedents in our industry and have no intention of changing that now. In fact, we are going to apply that thought process even more surgically moving forward.”

Travis Alexander, CEO of Crux Wealth Advisors, Named to “150 Advisors to Watch” List

Crux Wealth Advisors CEO Travis Alexander was named to AdvisorHub’s 150 Advisors to Watch over $1B – ranking #50 on the list. "This award reflects the dedication of the entire Crux team — advisors, staff, and leadership," he said. Learn about the rankings and methodology

2024 Advisors to Watch: Resilience is the Key to Success

This industry publication created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. They further winnowed down those who made the larger list to just 150 advisors managing over $1B AUM who have assembled large, productive teams and achieved scale without compromising their level of service. Crux Wealth Advisors made this smaller, more prestigious list.

The 2024 AdvisorHub 150 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/13/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 150 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Crux Wealth Advisors, LLC nor any of its Investment Adviser Representatives pay a fee in exchange for this award/rating. Crux Wealth Advisors, LLC is not affiliated with AdvisorHub.

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Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.

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