Crossmark Distributors, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
14970
Registered since
January 13, 1984

Firm profile

FINTRX

Overview

Crossmark Distributors, Inc. is recorded as a corporation that first registered with the SEC in 1984. FINTRX classifies the firm as "Unclassified" and lists its owner type as a domestic entity and individual. The dataset contains no explicit descriptions of the firm’s advisory activities, fee schedules, or stated client base. The profile data flags several negative designations: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related or newly formed adviser. Those entries, combined with the absence of disclosed business or advisory activities in the record, indicate limited public-facing information about traditional wealth-management functions.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • James Jacoby

    James Jacoby

    Chief Operating OfficerCRD 2157539

  • Jim Coppedge

    Jim Coppedge

    General Counsel & Chief Compliance OfficerCRD 3275004

  • Robert Doll

    Robert Doll

    Chief Executive Officer​ and Chief Investment OfficerCRD 1748378

Contacts

3 of 28
  • Kyu Han

    Kyu Han

    Director of Client ServiceCRD 3184278

  • Luke Lloyd

    Luke Lloyd

    Senior Investment AdvisorCRD 5097839

  • Steven Blokdyk

    Steven Blokdyk

    Regional Vice PresidentCRD 2299816

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
9753 Katy Fwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth