# Crossmark Wealth Management, LLC

> Crossmark Wealth Management, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 289004
- Filed as: CROSSMARK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289004
- AdvisorCensus page: https://advisorcensus.com/firm/crossmark-wealth-management-llc-houston-tx-289004

## Quick answers

**How is Crossmark Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crossmark Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Crossmark Wealth Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 4, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Crossmark Wealth Management, LLC located?**
Crossmark Wealth Management, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Crossmark Wealth Management, LLC registered with the SEC or a state?**
Crossmark Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289004.

**How much does Crossmark Wealth Management, LLC manage?**
Crossmark Wealth Management, LLC reports $1,185,087,606 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**How have Crossmark Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Crossmark Wealth Management, LLC: Regulatory assets under management: $885,874,710 in the October 2021 data and $1,185,087,606 in the October 2026 data, up 34%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crossmark Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (271); high net worth individuals (216); charitable organizations (202).

**Which custodians does Crossmark Wealth Management, LLC use?**
Crossmark Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Crossmark Wealth Management, LLC 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/289004

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our fees will generally be based on the market value of the assets with respect to which we provide investment advice and will generally not exceed 1% (100 bps) annually, assessed quarterly.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $1,185,087,606
- Discretionary: $1,184,925,428
- Non-discretionary: $162,178

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 271 | $54,801,547 |
| High net worth individuals | 216 | $269,649,516 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | $330,688,004 |
| Charitable organizations | 202 | $511,196,352 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $18,752,187 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossmarkwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $885,874,710 | 7 | June 29, 2021 |
| October 2022 | $1,012,205,033 | 5 | June 28, 2022 |
| October 2023 | $1,007,661,579 | 5 | June 30, 2023 |
| October 2024 | $1,109,925,767 | 5 | June 28, 2024 |
| October 2025 | $1,108,305,354 | 6 | June 29, 2025 |
| October 2026 | $1,185,087,606 | 6 | August 4, 2026 |

Regulatory assets under management: $885,874,710 in the October 2021 data and $1,185,087,606 in the October 2026 data, up 34%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossmark Wealth Management, LLC (CRD 289004): Form ADV filing data as of October 2026.