Asset manager · Houston, TX
Crossmark Wealth Management, LLC
SEC-registered investment adviser · CRD 289004 · SEC 801-110915
At a glance
Crossmark Wealth Management, LLC is an SEC-registered investment adviser based in Houston, Texas, with $1.2 billion in regulatory assets under management as of its Form ADV filed August 4, 2026. Its largest client group by assets is charitable organizations, and it reports 487 individual clients. By Form ADV it is a asset manager, ranked 1,276th of 3,218 asset managers and 4,882nd of 17,210 SEC-registered advisers by assets.
Main office 713-260-9000crossmarkwealth.comAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among asset managers
- #1,276 of 3,218
- Rank among all SEC RIAs
- #4,882 of 17,210
- Rank in Texas
- #280 of 1,081
- Individual clients
- 487
- High-net-worth clients
- 216
- Accounts
- 723
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Robert C. DollChief Executive Officer
- Jim A. CoppedgeChief Compliance Officer
- Scott H. WynantManaging Director
Custody and brokerage
Broker-dealer
Hybrid RIA
Crossmark Wealth Management, LLC is a hybrid RIA: 5 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 August 2026) names Crossmark Distributors as the broker-dealer its advisers are registered with.
Certain directors, officers, and employees of Crossmark Wealth also serve as directors, officers, and registered representatives of Crossmark Distributors.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 202 | $511M | 43% |
| Pension and profit sharing plans | 22 | $331M | 28% |
| High-net-worth individuals | 216 | $270M | 23% |
| Individuals | 271 | $55M | 5% |
| Corporations or other businesses | 12 | $19M | 2% |
Disciplinary disclosures
Crossmark Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗crossmarkwealth.com ↗
AtlasMembers
The full record on Crossmark Wealth Management, LLC
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, 8 years of filings
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- Growth over one, three and five years
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- Rank against 983 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Crossmark Wealth Management, LLC manage?
Crossmark Wealth Management, LLC reports $1.2 billion in regulatory assets under management across 723 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 4, 2026.
What kind of firm is Crossmark Wealth Management, LLC?
Crossmark Wealth Management, LLC 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 Wealth Management, LLC’s clients?
By assets, its largest client types are charitable organizations ($511 million, 202 clients); pension and profit sharing plans ($331 million, 22 clients); high-net-worth individuals ($270 million, 216 clients).
Does Crossmark Wealth Management, LLC have any disciplinary history?
Crossmark Wealth Management, LLC 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 Wealth Management, LLC’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 (2026-08-04), 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 →