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| Crossmark Global Investments Inc
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|---|---|
| CRD # | 113360 |
| SEC # | 801-17695 |
| CIK # | |
| AUM | 8,983.8 M (2026-06-23) |
| Employees | 54 (26% Investors, 52% Brokers) |
| Phone | 713-260-9000 |
| Address | 9753 Katy Freeway Houston, TX 77024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,579 | 2.6 |
| (b) Individuals (high net worth individuals) | 35 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 2.1 |
| (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 | 216 | 2.2 |
| (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 | 68 | 0.7 |
| (n) Other | 1,959 | 0.4 |
| Total | 7,890 | 9.0 |
| By Discretionary | ||
| Discretionary | 5,931 | 8.6 |
| Non-Discretionary | 1,959 | 0.4 |
| Total | 7,890 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 7,890 | 9.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.0B |
| Serves | Institutional, Retail |
| LEI | 254900JUAX5L09IEA067 |
| Related Firms | State | AUM |
|---|---|---|
|
Crossmark Global Investments Inc
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|
TX | 8,983.8 M |
|
Crossmark Wealth Management LLC
✚
|
TX | 1,185.1 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Joel Isaacson & Co LLC
✚
|
NY | 9,323.6 M |
|
Crawford Investment Counsel Inc
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|
GA | 9,139.4 M |
|
Alphacore Capital LLC
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|
CA | 9,028.6 M |
|
Hornor Townsend & Kent LLC
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|
PA | 9,014.9 M |
|
Kingsview Wealth Management LLC
✚
|
OR | 8,957.1 M |
|
Key Investment Services LLC
✚
|
OH | 8,876.9 M |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 8,789.8 M |
|
Capital Analysts LLC
✚
|
PA | 8,769.0 M |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 8,767.8 M |
|
Forum Financial Management LP
✚
|
IL | 8,690.7 M |