{ "crd_number": 113360, "slug": "crossmark-global-investments-inc-houston-tx-113360", "primary_business_name": "CROSSMARK GLOBAL INVESTMENTS, INC.", "legal_name": "CROSSMARK GLOBAL INVESTMENTS, INC.", "dbas": [], "city": "Houston", "state": "TX", "country": "United States", "cbsa_code": "26420", "metro": { "cbsa_code": "26420", "common_name": "Houston", "msa_name": "Houston-Pasadena-The Woodlands, TX", "path": "/advisors/tx/houston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1982-07-26", "years_registered": 44, "period": "2026-10-01", "filing_date": "2026-06-23", "carried_forward": false, "raum_total": 8983812044.0, "raum_discretionary": 8552883834.0, "raum_non_discretionary": 430928210.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 54, "advisory_employees": 14, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 430928210.0, "count": 1959, "description": "MODEL TRADED ACCOUNTS" }, "charitable": { "raum": 2220458056.0, "count": 216 }, "individuals": { "raum": 2572514185.0, "count": 5579 }, "state_municipal": { "raum": 12099814.0, "count": 4, "fewer_than_5": true }, "insurance_companies": { "raum": 73386386.0, "count": 3, "fewer_than_5": true }, "investment_companies": { "raum": 2123048276.0, "count": 12 }, "pension_profit_sharing": { "raum": 329960779.0, "count": 26 }, "high_net_worth_individuals": { "raum": 480862550.0, "count": 35 }, "corporations_other_businesses": { "raum": 740553788.0, "count": 68 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://crossmarkglobal.com", "https://info.crossmarkglobal.com/DollsDeliberations", "https://linkedin.com/company/crossmark-global-investments" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113360", "city_as_filed": "HOUSTON", "url": "https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360", "display_name": "Crossmark Global Investments, Inc.", "summary": "Crossmark Global Investments, Inc. is an SEC-registered investment advisory firm in Houston, TX, registered since 1982, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.", "citation": "AdvisorCensus. Crossmark Global Investments, Inc. (CRD 113360): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Crossmark Global Investments, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Crossmark Global Investments, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Crossmark Global Investments, Inc. located?", "a": "Crossmark Global Investments, Inc.'s principal office is in Houston, TX, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Crossmark Global Investments, Inc. registered with the SEC or a state?", "a": "Crossmark Global Investments, Inc. is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 113360." }, { "q": "How much does Crossmark Global Investments, Inc. manage?", "a": "Crossmark Global Investments, Inc. reports $8,983,812,044 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (95% discretionary)." }, { "q": "How have Crossmark Global Investments, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Crossmark Global Investments, Inc.: Regulatory assets under management: $5,527,741,876 in the October 2021 data and $8,983,812,044 in the October 2026 data, up 63%. Total employees: 40 in October 2021 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Crossmark Global Investments, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,579); other (1,959); charitable organizations (216)." }, { "q": "Which custodians does Crossmark Global Investments, Inc. use?", "a": "Crossmark Global Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC, State Street Bank & Trust Company, US Bank and Wells Fargo Advisors Financial Network, LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Crossmark Global Investments, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113360" }, { "q": "What changed in Crossmark Global Investments, Inc.'s recent Form ADV filings?", "a": "In the July 2026 filing data: Employees performing advisory functions went from 11 to 14. Regulatory assets under management went from $7,093,712,521 to $8,983,812,044 (+27%). Added an office in Boston, MA." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 5527741876.0, "total_employees": 40, "filing_date": "2021-06-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5779556509.0, "total_employees": 45, "filing_date": "2022-06-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5807109087.0, "total_employees": 45, "filing_date": "2023-07-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": 6998074433.0, "total_employees": 51, "filing_date": "2024-06-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7093712521.0, "total_employees": 51, "filing_date": "2025-06-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8983812044.0, "total_employees": 54, "filing_date": "2026-06-23" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Employees performing advisory functions went from 11 to 14.", "Regulatory assets under management went from $7,093,712,521 to $8,983,812,044 (+27%).", "Added an office in Boston, MA." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false }, { "name": "State Street Bank & Trust Company", "name_as_filed": "STATE STREET BANK & TRUST COMPANY", "affiliated": false }, { "name": "US Bank", "name_as_filed": "US BANK", "affiliated": false }, { "name": "Wells Fargo Advisors Financial Network, LLC", "name_as_filed": "WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 5579, "fewer_than_5": false, "raum": 2572514185.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 35, "fewer_than_5": false, "raum": 480862550.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 12, "fewer_than_5": false, "raum": 2123048276.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 26, "fewer_than_5": false, "raum": 329960779.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 216, "fewer_than_5": false, "raum": 2220458056.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 4, "fewer_than_5": true, "raum": 12099814.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 3, "fewer_than_5": true, "raum": 73386386.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 68, "fewer_than_5": false, "raum": 740553788.0 }, { "type": "other", "label": "Other", "count": 1959, "fewer_than_5": false, "raum": 430928210.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113360", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }