Crossmark Global Investments, Inc.

Registered investment adviser · Houston, TX · CRD #113360

Form ADV data as of 2026-09-01

Regulatory assets

$8.98 billion

Total accounts

7,890

Employees

Disclosure events

Firm details

Website: https://www.crossmarkglobal.com
Telephone: 713-260-9000
SEC file number: 801-17695
Most recent Form ADV filing: 2026-06-23
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$8.55 billion
Non-discretionary regulatory assets under management	$430.9 million
Total regulatory assets under management	$8.98 billion
Discretionary accounts	5,931
Non-discretionary accounts	1,959
Total accounts	7,890
Regulatory assets under management attributable to non-U.S. persons	$1.6 million

People

Total employees (excluding clerical)	54
Employees performing investment advisory functions (including research)	14
Employees who are registered representatives of a broker-dealer	28
Employees registered as investment adviser representatives with a state	14
Employees registered as IARs for another investment adviser	3
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	5

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	5,579	$2.57 billion
High net worth individuals	35	$480.9 million
Investment companies	12	$2.12 billion
Pension and profit sharing plans (not the participants or government plans)	26	$330.0 million
Charitable organizations	216	$2.22 billion
State or municipal government entities (including government pension plans)	4	$12.1 million
Insurance companies	3	$73.4 million
Corporations or other businesses not listed above	68	$740.6 million
Other	1,959	$430.9 million