Crossmark Global Investments, Inc.

RIASEC RegisteredEst. 1982

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 that has been SEC-registered since 1982 and operates as a fee-based adviser charging a percentage of assets under management. Its client base spans individuals and families as well as institutional clients. The firm’s advisory work centers on portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. Crossmark is not identified as an active ESG investor in the provided data and is not flagged as a capital allocator or related adviser. The firm’s stated affiliations include roles beyond a pure advisory shop — associations with a broker-dealer, an insurance company, and participation as sponsor, general partner, or managing member of pooled investment vehicles — which suggests it performs a mix of advisory and product-sponsoring functions in addition to custody relationships with large intermediaries.