Crossmark Global Investments, Inc.

RIASEC Registered

Total AUM

$9B

Discretionary

$8.6B

95% of AUM

Avg account

$1.1M

Accounts

7,890

Employees

Advisory reps

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

FINTRX

Overview

Crossmark Global Investments, Inc. is a corporation-structured institutional registered investment adviser. The firm is registered with the SEC (registered in 1982) and manages accounts for both individual/family clients and institutional investors. Its advisory mandate centers on discretionary portfolio management across individuals/small businesses, investment companies, and institutional/business clients, and it charges fees as a percentage of assets under management. Crossmark maintains several industry affiliations, including broker-dealer and insurance relationships, and is listed as a sponsor/GP/managing member of pooled investment vehicles. The firm reports an equity-first investment preference and does not identify as an active ESG investor.