Asset manager · Houston, TX
Crossmark Global Investments, Inc.
SEC-registered investment adviser · CRD 113360 · SEC 801-17695
At a glance
Crossmark Global Investments, Inc. is an SEC-registered investment adviser based in Houston, Texas, with $9.0 billion in regulatory assets under management as of its Form ADV filed June 23, 2026. Its largest client group by assets is individuals, and it reports 5,614 individual clients. By Form ADV it is a asset manager, ranked 543rd of 3,218 asset managers and 1,472nd of 17,210 SEC-registered advisers by assets.
Main office 713-260-9000crossmarkglobal.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.0B
- Rank among asset managers
- #543 of 3,218
- Rank among all SEC RIAs
- #1,472 of 17,210
- Rank in Texas
- #61 of 1,081
- Individual clients
- 5,614
- High-net-worth clients
- 35
- Accounts
- 7,890
- Discretionary
- 95% of AUM
- Employees
- 54
- Advisory staff
- 14
- Offices
- 3
Owners and executives on its Form ADV
- Jim A. CoppedgeChief Compliance Officer, General Counsel, and Corporate Secretary
- Robert C. DollChief Executive Officer / Chief Investment Officer
- Heather T. LindseyManaging Director
- James A. JacobyChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Crossmark Global Investments, Inc. is a hybrid RIA: 28 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Crossmark Distributors, Inc..
- Crossmark Distributors, Inc. ↗CRD 14970
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, May 2026
Its Form ADV brochure (filed June 2026) names Crossmark Distributors as the broker-dealer its advisers are registered with.
Certain directors, officers, and employees of Crossmark also serve as directors, officers, and registered representatives of Crossmark Distributors.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 5,579 | $2.6B | 29% |
| Charitable organizations | 216 | $2.2B | 25% |
| Investment companies | 12 | $2.1B | 24% |
| Corporations or other businesses | 68 | $741M | 8% |
| High-net-worth individuals | 35 | $481M | 5% |
| Other | 1,959 | $431M | 5% |
| Pension and profit sharing plans | 26 | $330M | 4% |
| Insurance companies | 3 | $73M | <1% |
| State or municipal government entities | 4 | $12M | <1% |
Disciplinary disclosures
Crossmark Global Investments, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗crossmarkglobal.com ↗
AtlasMembers
The full record on Crossmark Global Investments, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 570 peers of its type and size
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- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Crossmark Global Investments, Inc. manage?
Crossmark Global Investments, Inc. reports $9.0 billion in regulatory assets under management across 7,890 accounts, 95% of it on a discretionary basis, on its Form ADV filed June 23, 2026.
What kind of firm is Crossmark Global Investments, Inc.?
Crossmark Global Investments, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Crossmark Global Investments, Inc.’s clients?
By assets, its largest client types are individuals ($2.6 billion, 5,579 clients); charitable organizations ($2.2 billion, 216 clients); investment companies ($2.1 billion, 12 clients).
Does Crossmark Global Investments, Inc. have any disciplinary history?
Crossmark Global Investments, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Crossmark Global Investments, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →