Crossmark Global Investments, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 113360
- Registered since
- July 26, 1982
- Website
- www.crossmarkglobal.com
- Custodians
- U.S. BANK, N.A., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, STATE STREET BANK AND TRUST COMPANY, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals28.63%
- Charitable Organizations24.72%
- Investment Companies23.63%
- Corporations / Businesses8.24%
- HNWI5.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crossmark Global Investments, Inc. is a corporation operating as an institutional registered investment adviser. The firm is SEC registered (initial registration in 1982) and charges clients on a percentage-of-AUM basis. Its client base spans individuals and families as well as institutional investors. Advisory services emphasize portfolio management across client types, including individuals/small businesses, registered investment companies, and business or institutional accounts. The firm is not flagged as an active ESG investor and is not identified as a pension consultant or newly formed adviser. Reported industry affiliations include broker-dealer activity, another investment adviser role, relationships with an insurance company, and acting as sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Investment Grade Corp Bonds9%
- State & Local Bonds7%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Jim Coppedge
General Counsel & Chief Compliance OfficerCRD 3275004
Robert Doll
Chief Executive Officer and Chief Investment OfficerCRD 1748378
James Jacoby
Chief Operating OfficerCRD 2157539
Contacts
3 of 20
Luke Lloyd
Senior Investment AdvisorCRD 5097839
Michelle Ruch
Project ManagerCRD 4529111
Grant Heemer
Senior Regional ConsultantCRD 4215357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$19.3M in ETFs
77%
$14.9M
23%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB) | JP Morgan | Passive | Emerging Markets Bond | $3.8M | 39,545 | 19.76% |
Location
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
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