Crossmark Distributors, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 14970
- Registered since
- January 13, 1984
- Website
- www.crossmarkglobal.com
Firm profile
FINTRXOverview
Crossmark Distributors, Inc. is a corporate entity registered with the SEC in 1984 and is classified as a fund distributor. Public records identify the firm’s ownership as a combination of a domestic entity and individual ownership. The firm’s profile positions it as a distributor rather than an investment manager or allocator: it is not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser, and it is not flagged as an active ESG investor. Available disclosures do not enumerate advisory activities, fee schedules, or a client base, which is consistent with a distribution-focused business model rather than direct wealth management or portfolio management.
Assets & Accounts
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
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 27
Luke Lloyd
Senior Investment AdvisorCRD 5097839

Grant Heemer
Senior Regional ConsultantCRD 4215357

Patricia Mims
Financial Operations PrincipalCRD 6954516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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