# Crossmark Global Investments, Inc.

> 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.

- CRD: 113360
- Filed as: CROSSMARK GLOBAL INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113360
- AdvisorCensus page: https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360

## Quick answers

**How is Crossmark Global Investments, Inc. compensated?**
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.

**Where is Crossmark Global Investments, Inc. located?**
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).

**Is Crossmark Global Investments, Inc. registered with the SEC or a state?**
Crossmark Global Investments, Inc. is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 113360.

**How much does Crossmark Global Investments, Inc. manage?**
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).

**How have Crossmark Global Investments, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Crossmark Global Investments, Inc. serve?**
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).

**Which custodians does Crossmark Global Investments, Inc. use?**
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.

**Does Crossmark Global Investments, Inc. report any disciplinary disclosures?**
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

**What changed in Crossmark Global Investments, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- State Street Bank & Trust Company
- US Bank
- Wells Fargo Advisors Financial Network, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $8,983,812,044
- Discretionary: $8,552,883,834
- Non-discretionary: $430,928,210

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,579 | $2,572,514,185 |
| High net worth individuals | 35 | $480,862,550 |
| Investment companies | 12 | $2,123,048,276 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $329,960,779 |
| Charitable organizations | 216 | $2,220,458,056 |
| State or municipal government entities (including government pension plans) | 4 | $12,099,814 |
| Insurance companies | 3 | $73,386,386 |
| Corporations or other businesses not listed above | 68 | $740,553,788 |
| Other | 1,959 | $430,928,210 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1982 (44 years)
- Employees: 54 total, 14 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Boston, MA
- Princeton, NJ

### Websites listed on Form ADV (Item 1.I)
- crossmarkglobal.com
- info.crossmarkglobal.com/DollsDeliberations
- LinkedIn @crossmark-global-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,527,741,876 | 40 | June 29, 2021 |
| October 2022 | $5,779,556,509 | 45 | June 28, 2022 |
| October 2023 | $5,807,109,087 | 45 | July 1, 2023 |
| October 2024 | $6,998,074,433 | 51 | June 28, 2024 |
| October 2025 | $7,093,712,521 | 51 | June 27, 2025 |
| October 2026 | $8,983,812,044 | 54 | June 23, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossmark Global Investments, Inc. (CRD 113360): Form ADV filing data as of October 2026.