Crossmark Distributors, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
14970
Registered since
January 13, 1984

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jim Coppedge

    Jim Coppedge

    General Counsel & Chief Compliance OfficerCRD 3275004

  • Robert Doll

    Robert Doll

    Chief Executive Officer​ and Chief Investment OfficerCRD 1748378

  • James Jacoby

    James Jacoby

    Chief Operating OfficerCRD 2157539

Contacts

3 of 27
  • Luke Lloyd

    Luke Lloyd

    Senior Investment AdvisorCRD 5097839

  • Grant Heemer

    Grant Heemer

    Senior Regional ConsultantCRD 4215357

  • Patricia Mims

    Patricia Mims

    Financial Operations PrincipalCRD 6954516

Unlock 24 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth