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 corporate investment adviser first registered with the SEC in 1982 that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary and non-discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. It is not flagged as an active ESG investor or a pension consultant. Crossmark maintains multiple industry affiliations — including relationships with broker-dealers, other investment advisers, insurance companies, and roles as sponsor/GP/managing member of pooled investment vehicles — which suggests it can access externally managed products and sponsor private pooled structures even though it is not identified as a capital allocator.