Crossmark Wealth Management, LLC

Overview

Crossmark Wealth Management, LLC is an SEC-registered advisory firm (registered in 2017) structured as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a blend of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory services include selection of third‑party managers and pension consulting, and the firm operates under a mix of percentage‑of‑AUM and fixed‑fee billing arrangements. Crossmark is not identified as an active ESG investor and is not a multistate adviser. Crossmark maintains industry links beyond advisory work: the firm is affiliated with a broker‑dealer, an insurance company, and other investment adviser entities, and it also serves as a sponsor/GP or managing member of pooled investment vehicles. That combination suggests they both advise on outside managers and are involved in structuring or managing pooled products.

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Public Holdings

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Location & Offices