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| Happy Holidays!! thanks for using AUM13F!! |
| Crossmark Global Investments Inc
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| CRD # | 113360 |
| SEC # | 801-17695 |
| CIK # | |
| AUM | $7.1 B (2025-06-27) |
| Employees | 51 (22% Investors, 55% Brokers) |
| Phone | 713-260-9000 |
| Address | 15375 Memorial Drive Houston, TX 77079 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,977 | 2.1 |
| (b) Individuals (high net worth individuals) | 28 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 1.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 0.3 |
| (h) Charitable organizations | 210 | 1.9 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 0.4 |
| (n) Other | 100 | 0.0 |
| Total | 5,314 | 7.1 |
| By Discretionary | ||
| Discretionary | 5,214 | 7.0 |
| Non-Discretionary | 100 | 0.0 |
| Total | 5,314 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 5,314 | 7.1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Crossmark Global Investments Inc
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|
TX | 7.1 |
|
Crossmark Wealth Management LLC
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|
TX | 1.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pyrford International Ltd
✚
|
7.3 | |
|
Plancorp LLC
✚
|
MO | 7.3 |
|
R M Davis Inc
✚
|
ME | 7.3 |
|
Confluence Investment Management LLC
✚
|
MO | 7.3 |
|
Nicholas Hoffman & Company LLC
✚
|
GA | 7.2 |
|
BNY Mellon Securities Corporation
✚
|
NY | 7.1 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Glenmede Investment Management LP
✚
|
PA | 7.1 |
|
Bolton Securities Corp
✚
|
MA | 7.0 |
|
Avantax Planning Partners Inc
✚
|
IA | 6.9 |