CROSSMARK WEALTH MANAGEMENT, LLC

Overview

Crossmark Wealth Management, LLC is a fee-based advisory firm that focuses on portfolio management and financial planning for individuals, families and small institutions. The firm serves as a capital allocator and frequently uses third-party managers; its advisory scope includes selecting sub-advisers and sponsoring or managing pooled investment vehicles. Fee arrangements combine a percentage of assets under management with fixed-fee engagements, and the firm’s reported client base spans both individual & family clients and institutional relationships. Crossmark is not registered as an active ESG investor, and it identifies as a domestic entity with individual ownership. Advisory activity emphasizes discretionary portfolio management and comprehensive planning. The firm’s structure allows it to mix internally managed strategies with outsourced managers where appropriate, positioning it to adapt allocations across public funds, separate account strategies and external manager vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices