Crossmark Global Investments, INC.
Houston, TX·SEC-registered · CRD #113360
Crossmark Global Investments, INC. is an SEC-registered investment advisory firm in Houston, TX managing $9.0B across 9.8k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.0B
Client accounts
9.8k
Advisory staff
14
Fee model
Fee-only
How Crossmark Global Investments, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Crossmark Global Investments, INC.
How much does Crossmark Global Investments, INC. manage?
Per its most recent SEC Form ADV filing (06/23/2026), Crossmark Global Investments, INC. reports $9.0B in regulatory assets under management across roughly 9.8k client accounts.
How does Crossmark Global Investments, INC. charge?
Crossmark Global Investments, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Crossmark Global Investments, INC. a fiduciary?
Yes. Crossmark Global Investments, INC. is registered with the U.S. Securities and Exchange Commission (CRD #113360), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Crossmark Global Investments, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Crossmark Global Investments, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from Crossmark Global Investments, INC.'s public SEC Form ADV filing (CRD #113360, filed 06/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Crossmark Global Investments, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Crossmark Global Investments, INC.? Claim this profile.